AssetBook by AssetBook, Inc.

Pending - What's this?

Traditionally many advisors spend as much as 80% of their time maintaining their portfolio management systems. AssetBook does the work for advisors. Your business is to manage your clients' investments and relationships. AssetBook's business is to manage and organize advisor's client data and provide easy to use reports that help advisors manage their clients and relationships.

AssetBook is the complete SaaS for advisors looking to minimize their administrative demands and maximize their client interaction.

Features

  • » 100% Web-based
  • » Outsourced Data Administration-System is Updated by 9am
  • » Comprehensive Portfolio Reporting- Household, Account, Portfolio and Advisor Levels
  • » Integration with Other Systems
  • » Client Access Portal-Clients can View Accounts, Positions, Activity, Performance
English

Supported Technologies

Web-Based (Browser)
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Pricing

- Unspecified -



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