Assette helps investment management firms take sales and client communications to a new level.

Assette provides cloud-based data management and reporting software that helps institutional asset managers easily produce sales and client communications. We automate everything from fact sheets, pitch books, client presentations and client statements to secure online access.

Further, the production of marketing data for Evestment Omni and account-level data for institutional consultants is fully automated.

Assette has plug-and-play interfaces to leading data sources like Advent and FactSet, as well as the foundation to easily create interfaces to other portfolio accounting and analytics systems.