4 Faneuil Hall, 4th Floor, Boston, MA 02109, United States
Automate the creation, approval, and delivery of client, sales, and portal content using your investment data
Assette was founded in 1998 when two veterans at Frontier Capital Management company realized that technology advances meant that marketing, client service and productivity could be dramatically improved for firms.
For the past 20+ years, Assette has been trusted by some of the leading firms in the industry to increase sales and client reporting efficiency, eliminate manual reporting efforts, dramatically reduce data errors in the reporting process and deliver new more modern and efficient ways to engage with clients.
There are three parts to Assette software. The Assette Data Engine where your investment data is prepared and enabled. The Assette Authoring Tools that automate your content creation and facilitate review. The Assette Sharing Hub where client and sales engagement happens. On that foundation, Assette offers seven modules based on......