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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 425 reference ratings
4.7/5.0 (425)

3Testimonials

  • “Pulse is a game changer for our industry! This is amazing! It’s easy, clean and fast! I love you AssetBook!”

    Patti BrennanCFP, CFS
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Read AssetBook Reviews, Testimonials & Customer References from 3 real AssetBook customers.

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