Tell a better story, make sales and client materials look good and automate production. All from one firm.
Why Assette?

A single firm to improve all facets of sales and client communications
Assette offers one-stop-shopping to improve your story, make materials look professional and eliminate manual work through automation.

No need to explain your business to us
Founded by investment management firm veterans, Assette understands your communications needs. Unlike many other vendors, Assette serves no other industries. Your needs are our top priority.

No wasting time getting help
When you need help, Assette is there for you. The firm's commitment to client service includes:
  • Responding to issues within 15 minutes of inquiry during NYSE business hours
  • Closing service cases only after the client has verified complete satisfaction with the resolution
  • Following up on closed service cases to address any additional concerns
  • Analyzing the root cause of each issue to prevent it from recurring

No need for time-consuming, expensive software installation or hardware
Assette's software is cloud-based—meaning it's fully hosted and supported by Assette. You don't need to buy hardware or install, customize, and maintain software on your network. Assette's pre-built solutions easily meet the unique sales and client communications needs of each investment management firm.

Data that's safeguarded to the satisfaction of industry leaders
When you partner with Assette, your information is protected by a company that has won the trust of major investment firms for its ability to safeguard data through superior technology, facilities, and people. Assette houses its systems in SOC 2 (SAS 70) certified data centers used by large financial services companies. Your data is safe behind multiple layers of firewalls and state-of-the-art security systems that constantly monitor Assette's network.

A trusted partner
Assette has earned the investment management industry's trust for providing innovative sales and client communications solutions since its founding in 1998. You can rely on Assette as your partner.
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