AssetBook
HQ Address
125 Rickey Blvd, Unit 453, Bear, DE 19701, United States
Website Address
Business introduction
The Next Chapter in Portfolio Management
AssetBook makes the financial industry’s most robust portfolio monitoring and reporting system. Save time, deliver precise portfolio reporting, and demonstrate your value to clients
AssetBook’s mission is to help advisors solve the daily challenges they face through assessment and diagnosis of their portfolio management and reporting, and key business metrics. AssetBook is powered by a skilled and tenured team that collectively has over 320 years of experience in the financial services industry.
Encompassing sales, service, implementation, reconciliation and product development, the team actively supports our clients to ensure they are consistently delighted with the Pulse by AssetBook platform and services.
AssetBook Solutions
Pulse
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......
business needs
- Digital Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
