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.
“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.”
Read AssetBook Reviews, Testimonials & Customer References from 3 real AssetBook customers.