Assette
HQ Address
4 Faneuil Hall, 4th Floor, Boston, MA 02109, United States
Website Address
Business introduction
Beyond Sales Enablement
Client-facing investment content across sales, servicing, and reporting
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 25 years, Assette has been trusted by some of the leading firms in the investment management 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.
Assette Solutions
Assette
Modular by design Start with what matters most to your firm—RFPs, pitchbooks, client reports, or commentary—and expand across your full client lifecycle. Assette is purpose-built for investment firms, with flexible modules that scale as you do. Shape your data without duplicating it Assette connects directly to your existing data sources—Snowflake, BNY Vault, State......
