Solution introduction
Pulse by AssetBook is a best-in-class software solution that optimizes advisors' time through a collaborative environment with exceptional client support
Pulse by AssetBook is an attractive, easy to use, and intuitive portfolio management system built with an open API. Simple to integrate with your other software, Pulse makes it easy to interact with all of your firm’s integrations in a meaningful way
Pulse offers several screens designed to answer most questions about your client’s portfolios. Whether it is a comprehensive look at portfolio performance, tax considerations or asset allocation, the information is ready at your fingertips.
Client Servicing and Reporting
Pulse offers several screens designed to answer most questions about your client’s portfolios. Whether it is a comprehensive look at portfolio performance, tax considerations or asset allocation, the information is ready at your fingertips.
In addition to the attractive and informative client information, customizable reporting helps you show your value to your clients. Pulse’s client portal and document center provides clients access to their information.
Asset Allocation Monitoring and Compliance
Our Asset Allocation feature is one of the most powerful components of Pulse. Since many advisors implement investment policy statements that govern the mix of asset classes, it is critical that allocations are managed carefully. Pulse’s allocation monitoring feature gets the job done with up to four levels of classification and reporting.
