Assette software automates the creation, review and delivery of an asset management firm’s sales enablement, client reporting and portal communications.
It starts by creating a single, trusted source of data. Our Data Tools bring together your qualitative and quantitative data from internal sources and leading external providers. Your clean data moves into your very own Marketing Data Warehouse specifically engineered for asset management. Then, with your data clean and safely housed, you can use Assette’s Output Tools to put your data to work and communicate the results of your investment decisions.
See how it works below and then request your own demo today.