With Assette, institutional investment managers easily communicate insights and investment stories to clients and consultants.
—Win clients and retain assets by sharing insights behind your investment results.
—Free up time to actually serve clients by reducing report preparation time by 85%.
—Dramatically reduce errors by eliminating manual data rekeying and manipulation.
Assette is quick to...
Assette lets institutional investment managers easily communicate insights and investment stories through highly customized presentations, reports and a client portal.
—Win clients and retain assets by sharing insights behind your investment results.
—Free up time to actually serve clients by reducing report preparation time by 85%.
—Dramatically reduce errors by eliminating manual data...
Our interfaces to Advent Axys, APX, Schwab PortfolioCenter, FactSet, BondEdge and Excel let you quickly create client reports and presentations. Contact Assette today.