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.
“What you’ve done here with your new Pulse platform is perfect for us! Pulse is exactly what we’ve been waiting for.”
Read AssetBook Reviews, Testimonials & Customer References from 3 real AssetBook customers.