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AssetBook

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.

Website

https://www.assetbook.com/

Contacts

sales@assetbook.com

https://www.linkedin.com/company/assetbook/

https://twitter.com/AssetBook/

AssetBook

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
AssetBook

Companies that integrate with AssetBook

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

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

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AssetBook

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