What does AssetSprout offer you?
View your firm's most important performance insights and data visualizations in a central hub.
Empower clients with a personalized portal for secure 24/7 access to all their documents.
Generate simple and elegant performance reports that are easy for clients to understand.
Control how you get paid through flexible client billing methods and fee schedules.
Access CRM data directly, including contact information, tasks, and meeting notes.
Take advantage of our robust partner network of custodians and data sources.