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.
Dunstan Thomas provides technology solutions for the financial services market, the energy market and across a broad spectrum of other markets, with software solutions, training, consulting and support services. Dunstan Thomas has been delivering solutions to the financial services market for over 30 years.
Xignite, Inc. empowers innovation across financial services. Xignite provides cloud-based real-time and reference market data to financial services and fintech companies for easy integration with websites, apps, and software. Xignite’s clients include more than 1,000 financial services, media and software companies from disruptive fintech firms, such as Betterment, FutureAdvisor, Motif Investing, Personal Capital, Robinhood, StockTwits, Wealthfront and Yodlee, to leading financial institutions, exchanges and market data vendors.