AssetBook, Inc.
1550 Deep Creek Drive
Suite BCD
McHenry, MD 21541
USA
web site
AssetBook is the premier Software as a Service (SaaS) portfolio management system for investment advisors.
AssetBook provides advisors with a combination of web based software and personalized service. The result is a flexible, dynamic portfolio management and reporting platform.
Software listed for this vendor:
| SoftRank: Pending |
Accounting and Finance  Financial Analysis and Reporting
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... |
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