Assette EasyReports available through Fidelity’s Practice Perks program

Those of you who custody assets at Fidelity Institutional Wealth Services can now get a discount on Assette EasyReports through Fidelity’s Practice Perks Program. I received the news in an e-mail from Assette, which suggests advisers go through their Fidelity Relationship Manager for access to Practice Perks.
I wrote about Assette back in September.
Their EasyReports product lets advisers create customized, PowerPoint-based, monthly or quarterly client reports and presentations in a PDF format. The product creates templates and maps the various data fields and objects that will be used in the reports. Because the interface used for editing is PowerPoint, advisers can very easily customize and make changes, and it makes training new users much simpler and faster.
EasyReports provides pre-built connectors into Advent Axys and Schwab PortfolioCenter and then pulls out an adviser’s data, compresses and encrypts it and finally brings it into a secure data warehouse for processing.
As far as cost, when I wrote about the product back in September firms that manage less than $500 million in assets pay a one-time implementation fee of $2,000 and a monthly charge of $309; firms with $500 million to $1 billion in assets pay a $2,500 implementation fee and a monthly charge of $499.
I’m awaiting word on updated pricing and how much of a discount advisers can expect going through Practice Perks.
UPDATE: This in from Marc Filipkowski at Assette; “the discount for Fidelity advisers via Practice Perks is 15% off the monthly management fee for the first three months.”