Press Release Summary:
Assette Presentations(TM) facilitates creation of customized sales and client meeting presentations for asset management companies. Users can populate customizable MS PowerPoint presentation templates, built during implementation, in minutes with customized client portfolio information from data warehouse, which extracts and aggregates said information from stand-alone investment systems. Solution helps asset management firms place focus on client asset accumulation and retention.
Original Press Release:
Assette Releases New 'Assette Presentations(TM)' Software to Enhance Productivity in Client Service, Marketing, Sales for Asset Management Firms
OSTON, Feb. 12 -- Assette, the leading provider of on-demand client reporting solutions for asset management firms, today announced the release of Assette Presentations(TM), its latest product that improves client service, marketing, and sales productivity for institutional and private client asset managers.
Assette, a software firm that focuses on solving the client reporting challenges of asset management firms, has implemented Assette Presentations at two major firms -- Boston Private Bank and Trust Company and SEI, and is now rolling out the system nationally, said Assette CEO, Thusith Mahanama.
"Assette Presentations represents a major advance over the prior labor- intensive process of preparing presentations for clients and prospects," Mahanama said. "The old way of creating these presentations was inefficient, error-prone, manual, and lacked scalability".
Assette Presentations automates the creation of customized sales and client meeting presentations for asset management companies. As a result of the significant efficiency improvements, marketing and client service executives can reallocate their time and resources to developing new business and proactively servicing their clients. By helping asset management firms place full emphasis on the accumulation and retention of client assets, Assette Presentations generates an almost immediate positive return on their investment.
The new system features a data warehouse that extracts and aggregates client portfolio data from stand-alone investment systems like portfolio accounting, performance, attribution, and portfolio analytic applications. The Microsoft PowerPoint presentation templates built during implementation can then be easily modified using a menu of report objects such as tables, graphs, and charts. Assette's software enables users to populate these presentation templates in just minutes with customized client portfolio data from the data warehouse with just a few mouse clicks. Assette Presentations is a fully hosted application requiring no hardware/software installation or maintenance.
For more information about Assette Presentations, please contact Assette at 617-723-6161, or visit our website at www.assette.com.
Assette enhances productivity for asset management firms by delivering on- demand client reporting solutions. Assette Presentations(TM), Assette Statements(TM), and Assette Portfolio Access(TM) allow firms to focus on accumulating and retaining assets by dramatically increasing efficiency in marketing, sales, and client service. Based in Boston, Assette focuses on solving the business challenges of the mid-market asset management industry. For more information, please visit www.assette.com.
CONTACT: Jim McManus, +1-617-586-2071, for Assette