eVestment, an institutional investment data and analytics provider, and Assette, a sales and client communication software firm, have teamed up to help asset managers integrate peer performance, key professional, fees and other data seamlessly into client and sales communications.
With most in-person meetings and events on hold, the pair believes effective sales, client and digital communications have “never been more important”.
Assette delivers a cloud-based solution for the creation, review, approval, delivery and archiving of trusted sales, client and digital client communications. With easy access to eVestment quantitative and qualitative data under this agreement, asset managers will be able to create even more timely, robust and accurate materials to communicate key messages to clients and prospects.
With this new agreement, a pre-built connector pulls eVestment data directly into the Assette platform, allowing asset managers to access quantitative and qualitative data from multiple sources easily. This removes the need to invest time and money building a custom interface and risking errors by copying and pasting data from one system to another. Firms can now quickly add performance quartile rankings and related data directly into communication materials, in graphical and tabular formats.
“For asset management firms, high-impact and accurate reports, presentations and digital channels are more important than ever before. The days of copying and pasting data from one source to another are over,” says Brian Duddy, head of Business Development, Assette. “Our agreement with eVestment enables asset managers to interact seamlessly with trusted qualitative and quantitative data.”
“eVestment’s goal is to provide the best data on the institutional marketplace to investors, consultants and asset managers,” says eVestment chief marketing officer, Michele Shauf. “Our expanded relationship with Assette supports this goal and brings great value to asset managers who want to incorporate eVestment’s gold-standard data in client reports and marketing materials on their institutional strategies.”
To access eVestment data through Assette, managers must be clients of both firms.
This latest effort is the second agreement between eVestment and Assette. In 2017, the companies announced an agreement to provide fully automated data input for firms subscribing to eVestment’s database update solution Omni. Through this effort, eVestment Omni can use Assette to automatically generate the data files required for upload to Omni. Assette’s software eliminates manually gathering data and creating the Excel spreadsheets for input to Omni.
