Assette Client Reports

Skip the Quarter-End Crunch

Tired of spending weeks creating and reviewing quarterly reports? Automating your client report process with Assette means creating, reviewing, and delivering accurate and engaging content in hours instead of weeks.

With Assette Client Reports you can:

End compliance confusion: Set your review workflow to ensure compliance, create audit trails and build a version history. Assette approval workflows give your team a real-time glimpse of the review process, making it simple to spot delays.

Generate and share automatically: Because your data is ready to work, it is easy to schedule and automatically “generate” client reports. Once generated, you can share communications directly from the Assette via email or a client portal.

Understand the impact of your content: Assette sharing analytics helps you understand how your content is performing by providing data on who is engaging with your content, what they are looking at the most, and how often they view materials.

Edit once, update everywhere: In Assette you manage content in a single location and the changes flow across all documents. For example, if your logo changes, the update is made once in Assette and is automatically updated across all documents whether it’s in one, five, or 2000.

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The Benefits of Assette Software




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