Fintech Integration Marketplace

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.


AssetBook Platform:

  • Powerful Analysis & Performance Reporting
  • Compatible with Major Custodians
  • Configurable & Branded Client Portal
  • Dedicated Support Team
  • Streamline Operations
  • Fee Billing Service
  • API & Integrations

Core Services:

  • Data Management
  • On-Demand Support
  • Workflow Automation

Companies that integrate with AssetBook

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

AdvisorPeak provides rebalancing software in a powerful yet simple way to help financial advisors manage their client portfolios.
BlazePortfolio® develops streamlined, user-friendly trade management solutions for investment managers, RIA's, wealth managers, broker dealers, family offices, and industry partners.
Ebix is a leading international supplier of on-demand infrastructure exchanges to the insurance, financial, and healthcare industries
HiddenLevers equips financial advisors, asset managers, and wealth management executives with portfolio stress testing, investment proposal generation, and risk monitoring tools.
Morningstar TRX
Morningstar Total Rebalance Expert (tRx) helps financial advisors streamline their business through efficient rebalancing and portfolio management.
RedBlack Software
RedBlack Software offers a software application for portfolio monitoring, rebalancing and trading in financial institutions and others.
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.

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Open to forming a new partnership? Contact and we’ll help you facilitate integrations that will grow your business.


Get instant integration assistance

It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.