Assemblage enables your firm to automatically and electronically collate, assemble, file and deliver documents to clients and other recipients.
Assemblage™ automatically and electronically splits, collates, files and delivers customized report packages to printers and secure electronic delivery options (e-mail and portals). Firms that implement Assemblage report a 78% reduction in total time to deliver reports! Build a bridge between your reporting, review and delivery process and your portfolio management system, contact management system and any other databases or applications. Assemblage integrates with your existing applications to minimize data entry and eliminate mistakes. Create the most complex assemblies with an absolute minimum of effort. Content generation and conversion, advanced printer control, upload to web portals, and validation rules make your reporting process quick and efficient.