Resources and perspectives for asset managers and asset management firms.
What’s the true cost of your sales enablement and reporting software? Hint: it’s not on the invoice. Imagine it’s 5 PM on Friday. Sales needs
The asset management industry has long relied on incremental updates to its content workflows. At each step—factsheets, pitchbooks, client reports, RFPs, DDQs—firms have adopted solutions
You know the drill. Another quarter rolls around, and it’s time to update pitchbooks, client presentations, and reports. The data has changed, but the process
We’re excited to announce that Alpha Financial Markets Consulting has achieved Assette Certified Expert status, marking a significant milestone in their ability to support asset
We’re thrilled to announce that Acuity Knowledge Partners has achieved the prestigious Assette Certified Expert status. As part of the first cohort of implementation partners
Looking to streamline and automate your content creation process in the investment industry? Look no further than Assette and their Assette Certified Expert (ACE) program.
The Assette Certified Expert (ACE) program has officially launched, with Cutter Associates gaining ACE status after participating in the pilot program earlier this year. Cutter’s Senior Director, Barbara Thomas, praised the comprehensive training that enabled their team to implement Assette swiftly and effectively at a major asset management firm.
Our take on the new SEC Marketing rule, the challenges and potential ways forward.
Client Report design tips to help you make a strong first impression with prospective clients.
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