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Read 3 AssetBook reviews and testimonials from customers, explore case studies and customer success stories, and watch customer videos to see why companies chose AssetBook as their Financial Services

AssetBook equips Advisors with robust portfolio accounting software, attractive client reporting and experienced technology consulting at an affordable price. They are a true business partner to your firm. This sort of relationship is unique in their industry. AssetBook has a very basic mission they are proud to offer to their clients: They make your life easier,save you time, and help you sleep better at night.

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Customer Rating Review Scorebased on 439 reference ratings
4.8/5.0 (439)

3Testimonials

  • “The new Pulse system is the most innovative and well-thought out portfolio management system we’ve ever experienced. It has a clean, crisp look and the Client Dashboard will be a real asset when we are on the phone with clients. AssetBook has dramatically increased both our efficiency and our profitability.”

    Rick AdkinsCFP
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Read AssetBook Reviews, Testimonials & Customer References from 3 real AssetBook customers.

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