Assette Review

About Assette

Assette: Automating Asset Management Sales and Client Reporting

Asset management is a complex industry that requires a lot of attention to detail, accuracy, and efficiency. With so many moving parts involved in the process, it can be challenging for asset managers to keep track of everything and ensure that their clients are getting the best possible service. That's where Assette comes in - a company that specializes in automating asset management sales and client reporting.

At its core, Assette is all about making life easier for asset managers. The company's software is designed to streamline the sales process by automating tasks such as data collection, analysis, and reporting. This means that asset managers can spend less time on administrative tasks and more time focusing on what they do best - managing assets.

One of the key features of Assette's software is its integration with other popular platforms used by asset managers. For example, eVestment is a widely-used platform for institutional investors looking to research investment opportunities. By integrating with eVestment, Assette makes it easy for asset managers to share their performance data with potential investors.

Similarly, Advent is another popular platform used by many asset managers for portfolio management and accounting. By integrating with Advent, Assette allows users to seamlessly transfer data between the two platforms without having to manually enter information twice.

Another major benefit of using Assette's software is its SOC2 certification. SOC2 stands for Service Organization Control 2 - a set of standards developed by the American Institute of Certified Public Accountants (AICPA) that govern how companies handle sensitive customer data. By achieving SOC2 certification, Assette has demonstrated its commitment to protecting client information from unauthorized access or disclosure.

Overall, there are many reasons why an asset manager might choose to use Assette's software over other options on the market today. From its seamless integrations with other popular platforms like eVestment and Advent to its focus on security through SOC2 certification - there are plenty of compelling reasons why this company should be at the top of your list when considering automated solutions for your business needs.

In conclusion,

Asset management can be an overwhelming task without proper automation tools in place; however; thanks to companies like "Assete," this task has become much more manageable than ever before! With their secure SOC2 certified software integrated into various platforms such as eVestment or Advent among others- you'll have peace-of-mind knowing your clients' sensitive information remains safe while also streamlining administrative tasks so you can focus on what matters most- managing assets!