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: Assette’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.
The Benefits of Assette Software
Drive
Productivity
Showcase
Your Brand
Trust
Your Data
