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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.
“Pulse is a game changer for our industry! This is amazing! It’s easy, clean and fast! I love you AssetBook!”
“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 …
“What you’ve done here with your new Pulse platform is perfect for us! Pulse is exactly what we’ve been waiting for.”
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