Assette Client Portal

Provide 24-7 Access

Impress your clients with 24-7 access to interactive fund factsheets, portfolio details, and personalized insights. Assette Client Portal helps you deliver exceptional client service on demand.

With Assette Client Portal you can:

Improve transparency: Assetteā€™s client portal lets you highlight the thinking behind the numbers with a wide variety of content types including text, audio, and video. Your clients can explore content on their own terms and even customize their portal experience.

Share on demand: Once you have created a communication in Assette, it can be shared directly from Assette software to your client portal in ad hoc or batch generations.

Define portal pages: Marketing and client service users with permissions can drag and drop and design portal pages to provide the exact content required to strengthen relationships.

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The Benefits of Assette Software

Drive 

Productivity

Showcase 

Your Brand

Trust 

Your Data

Produce Content 

Rapidly

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