Vaishali Patel Knox

Manager of Client Services at Assette - Boston, MA, US

Vaishali Patel Knox's Contact Details
HQ
617-723-6161
Location
Greater Boston Area
Company
Assette
Vaishali Patel Knox's Company Details
Assette logo, Assette contact details

Assette

Boston, MA, US • 20 - 49 Employees
Software

Powered by the industry's only Unified Data Engine, Assette delivers a comprehensive software solution for the creation, review, approval, delivery and archiving of trusted sales and client communications materials.Assette is cloud-based for firm-wide and remote access and is built on tools you already know, like Microsoft PowerPoint. With Assette, there aren't any extra modules to buy -- we've got you covered from start to finish, out-of-the-box. And, through our industry partners we offer pre-built data connectors for the tools you already use such as Eagle, Advent, eVestment, FactSet and others. Learn more at https://www.assette.com/products

Helping institutional asset managers communicate the value of active management Interfacing with APX Axys Schwab PortfolioCenter FactSet and BondEdge PowerPoint sale pitch books and client presentations Interfacing with Eagle Investment Systems Advent APX Advent Axys FactSet StatPro and Bloomberg eVestment integration Software Prepackaged Software Computer Software
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Vaishali Patel Knox currently works for Assette.
Vaishali Patel Knox's role at Assette is Manager of Client Services.
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Vaishali Patel Knox works in the Software industry.
Vaishali Patel Knox's phone number is 617-723-6161
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