Digitally communicate with clients and consultants.
- Increase transparency for clients and consultants through a secure client portal; transparency leads to trust and stronger relationships.
- Provide timely insights on market conditions, economic events and drivers behind your investment decisions.
- Allow prospective clients and consultants to securely explore your story at their convenience.
Let us show you how easy it is to increase transparency and trust via digital communications.
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Provide exceptional client service
During periods of underperformance, exceptional client service is the key to client retention.
Help clients stay the course by explaining changes you are making to the portfolio and how your investment
decisions continue to reflect your philosophy and process.
Keeping clients and consultants up to date with high-quality digital communication ensures you are top of mind
when they’re ready to allocate more assets to outside managers.
Save time and money while delivering information faster
No longer is it sufficient to rely on regular mail to deliver
client reports and other information. Your clients expect electronic delivery and timely correspondence.
Manual delivery is not only costly and unnecessary, but also a waste of paper. Stuffing envelopes take away time from serving clients.
With Assette, you increase convenience to clients while boosting internal efficiency.
Combine your client portal with
Assette for Clients
for a seamless system to both produce and deliver client reports to clients and consultants.
Seamlessly integrate with your systems, with no need for manual processes
Pre-built interfaces to leading systems such as Eagle®
let you effortlessly send all of your data to Assette.
Each time you send data, Assette runs over 260
to ensure that only accurate information appears in your client material.
You send data once for all Assette applications. This data, coupled with your qualitative inputs, form one information hub to power all your
sales, client and digital communications.