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 Client Reporting for a seamless system to both produce and deliver client reports to clients and consultants.