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

A single software platform for all sales and client communications
Assette provides a single solution to automate all output you produce for sales, client and digital communications. With Assette, you avoid dealing with multiple vendors and technology silos to solve your “last mile” problems.

No need for time-consuming, expensive software implementations
Vendors who provide services to a variety of industries, or even multiple segments within the investment industry, design their software in a general manner. Customizing and implementing that software for a specific firm is costly and time-consuming. Assette’s applications were specifically designed for the asset management industry. You only need to configure our software to meet your unique needs; no drawn-out implementation projects.

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.

No need to explain your business to us
Founded by investment management 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.
  • Closing service cases only after the client has verified complete satisfaction with the resolution.
  • Analyzing the root cause of each issue to prevent it from recurring.

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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