Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.
AssetBook equips Advisors with robust portfolio accounting software, attractive client reporting and experienced technology consulting at an affordable price. We are a true business partner to your firm. This sort of relationship is unique in our industry.
AssetBook has a very basic mission we are proud to offer to our clients: We make your life easier,save you time, and help you sleep better at night.
Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.