Insights

CLIENT INSIGHTS

PTA Selects Assette Software for Pitchbooks, Presentations & Factsheets

Asset Management COOs Don’t Want to be in the Vendor Management Business says Assette CEO Thusith Mahanama

Assette CEO Thusith Mahanama, commenting on the recent Clearwater Analytics acquisition of Wilshire Advisors’ performance analytics platforms.

11/04/2024

NEWS & INSIGHTS

Baillie Gifford & Assette

Industry leading firm Baillie Gifford has selected Assette for client presentations and pitchbooks. Read on to learn more.

06/12/2023

CLIENT INSIGHTS

Barrow Hanley & Assette

Barrow Hanley is driving efficiency with Assette. Learn more about their story.

28/09/2023

OUR INSIGHTS

Why Sales Enablement Systems are Not Enough for Asset Management

Modern-day asset management firms need more than just sales enablement systems. Read more to find out why.

28/09/2023

Barrow Hanley Drives Efficiencies with Assette Software for Client, Sales, and Digital Communications

Barrow Hanley

28/09/2023

CLIENT INSIGHTS

Ariel Investments Automates with Assette

Ariel Investments is automating their client reporting and sales materials with Assette software.

25/05/2023

OUR INSIGHTS

Assette + Your Data Platform

Your data platform and Assette are a powerful combination.

27/04/2023

NEWS & INSIGHTS

Meet the Assette Modules

Did you know Assette has 8 content modules that give you the flexibility to select the solutions and capabilities that are right for your firm.

24/03/2023

OUR INSIGHTS

Three Tips: Implementation of asset management software

Our head of implementation services shares his tips for a successful implementation process.

01/08/2022

NEWS & INSIGHTS

A Colorful New Partnership

We've just selected a design partner of choice. Get all the details!

13/07/2022

OUR INSIGHTS

Passwords, Vitamins, and Client Reports

Passwords, vitamins and client reports? Discover how Assette's Jeff Kenney believes they are related.

23/05/2022

INDUSTRY INSIGHTS

Communicating with Clients in Times of Uncertainty

In times of uncertainty is it better to communicate or stay quiet? We shared our thoughts along with a few tips.

25/03/2022

OUR INSIGHTS

Top Podcasts for Asset Managers

Grab your earbuds and get ready to plug into some of the best content for asset managers on the internet. Here are our picks for favorite podcasts.

17/02/2022

NEWS & INSIGHTS

Welcome James Redfearn to Assette!

James Redfearn is joining Assette as our Managing Director of Client Implementations!

10/02/2022

OUR INSIGHTS

Much Ado About Nothing?

Does the choice of day count method materially affect the return annualization outcome? See what we discovered.

25/01/2022

NEWS & INSIGHTS

Forbes: Entrepreneurial Persistence and Surviving the Unknown

Forbes:Assette CEO Thusith Mahanama shares with Forbes how he leads in times of uncertainty, the power of being comfortable with the unknown and the importance of entrepreneurial persistence.

03/02/2022

Automate your DDQs with Assette

Tired of searching for answers to countless DDQs? Assette automates the completion of your DDQs with the same trusted data you use in your client reports and sales communications.

INDUSTRY INSIGHTS

Your Portal Across the Client Lifecycle

Your portal: it's not just for established clients anymore.

INDUSTRY INSIGHTS

SELECT * FROM ClientPresenations WHERE Solution = ‘No Code’

The no-code movement is popular in the IT world. But can it be applied to the asset management industry? Assette's Corey MacDonald shares his perspective.

12/08/2021

INDUSTRY INSIGHTS

Five Tips: Report Design and Standing out Without Face-to-face time.

Client Report design tips to help you make a strong first impression with prospective clients.

22/05/2020

NEWS & INSIGHTS

Introducing AssetteGPT

Assette is bringing AI to asset management content creation.