The Assette Client Portal is designed to enhance client engagement by providing 24/7 access to interactive and personalized financial content. Built for the asset management industry, it allows firms to deliver tailored reports, fund factsheets, portfolio insights, and other content types in real-time. With features that support both managed and unmanaged data, the portal offers transparency and flexibility, letting clients explore the information on their own terms.
The portal seamlessly integrates with Assette’s data engine, pulling data from multiple sources to automate content creation and delivery. Whether you’re sharing a detailed performance report or portfolio update, the portal helps streamline communication, ensuring clients receive timely and accurate information. Additionally, customizable portal pages enable firms to design and structure content to match specific client needs, further strengthening relationships.
With its robust security features and intuitive design, the Assette Client Portal not only improves client service but also enhances operational efficiency by reducing manual reporting efforts and minimizing data errors
1. Interactive Data Experiences:
The portal allows clients to not only view static reports but interact with their financial data in real-time. This means clients can explore detailed fund performance, portfolio breakdowns, and personalized insights whenever they need, giving them a more dynamic experience compared to traditional reports.
2. Customizable Portal Pages:
Firms can easily design and customize portal pages using a drag-and-drop interface. This feature allows marketing and client service teams to tailor the portal’s content structure based on specific client requirements. This flexibility ensures that the information presented aligns with each client’s expectations and needs.
3. On-Demand Content Sharing:
Content generated within Assette can be shared directly to the client portal either on-demand or in batch. This allows firms to distribute key documents, such as reports or updates, quickly and efficiently without the need for manual intervention. Clients can access this content whenever they need, reducing delays in communication.