From Manual Mayhem to One-Click Reporting
How one asset manager gave control back to Marketing and Client Service—with zero disruption to clients
Results at a Glance
- No more Excel-based reports. Internal spreadsheets are gone.
- No more dependency on Portfolio Managers. Marketing and Client Service teams now own the reporting process.
- No more duplication. A single workflow powers all deliverables—client reports, presentations, and database uploads.
- No disruption. Clients continued to receive their reports, their way, without missing a beat.
- What used to take days and multiple teams now happens with a few clicks—accurate, compliant, and consistent.
The Solution
They were missing internal deadlines, relying on too many people, and watching quality slip. What they needed wasn’t another tool—they needed a foundation that could support the volume and customization their clients expected.
They brought in Assette to rethink the entire process— from how data flowed into reports to who owned the content at the end.
Together, they:
- Mapped every custom data element across internal systems
- Built flexible, client-specific templates that Marketing and Client Service could own
- Automated the full data flow—from ingestion to output, including Omni submission
- Trained teams across departments to self-serve, without waiting on Portfolio Managers
The goal wasn’t just automation. It was autonomy—and it worked.
The Challenge
One mid-sized asset management firm was stuck in a familiar loop:
- Quarterly and monthly reports were cobbled together using spreadsheets and slide decks
- Data had to be pulled manually—from multiple systems, by different teams
- Portfolio Managers were constantly tapped for client-specific inputs
- Marketing materials were produced ad hoc, often outside the regular cycle, making consistency
a constant battle
On top of that, the team had to manually enter data into eVestment Omni. The process was slow, error-prone,
and often put them up against cutoffs and compliance stress. It wasn’t just inefficient—it was fragile.
“Assette gave us time back—and gave
the reporting process back to the
people who use it most.
$20B Asset Manager