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AssetBook

User rating
 
 5.0 (1)
November 15, 2010     Hits: 836    
 

Company Info

Company Name:
Data Last Updated:
  • November 15, 2010
Data Verified by Company:
Website:
Contact Email:
  • This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Phone Number:
  • (301) 387-3238
Year Founded
  • 1996
Number of Employees:
  • 10

Service Overview

Format:
Size of Firms Targeted:
Target Market:
Number of Firms Using:
  • 100

OSS Features

Data Management:
Billing:
Types of Reports:
Back Office Operations:
Quarterly Processing:
Trading:
Service:
Other Major Services:
  • Portfolio Management Software

Outsourced Applications

Portfolio Management Software:
Account Aggregation:
CRM:
Rebalancing Software:

Pricing

Pricing Based By:
Trial:
Initial Training:
Support:

AssetBook is a combination of web based portfolio management software, personalized service, and value pricing.

AssetBook is a combination of web based portfolio management software, personalized service, and value pricing. It gives advisors a mission critical solution for minimizing their data-related administrative demands and maximizing their client interaction. It is a flexible, dynamic portfolio management system that brings efficiency, automation, and single point access to advisors' internal operations in the areas of general reporting, performance reporting, fee billing, automated trading and rebalancing, account monitoring and alerts, client access, multiple custodian data aggregation, integration with other software, and more.

User reviews

Average user rating from: 1 user(s)

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Overall rating: 
 
 5.0
Overall:
 
 5.0   (1)
Company:
 
 5.0   (1)
Gain in Efficiency:
 
 5.0   (1)
Knowledge:
 
 5.0   (1)
Accuracy:
 
 5.0   (1)
Reliability:
 
 5.0   (1)
Support:
 
 5.0   (1)
Pricing:
 
 5.0   (1)
 
 

AssetBook Rocks!

Overall rating: 
 
 5.0
Overall:
 
 5.0
Company:
 
 5.0
Gain in Efficiency:
 
 5.0
Knowledge:
 
 5.0
Accuracy:
 
 5.0
Reliability:
 
 5.0
Support:
 
 5.0
Pricing:
 
 5.0
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janettylerjohnson Reviewed by janettylerjohnson
December 29, 2010
Top 10 Reviewer
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0 of 0 people found the following review helpful

I've used other firms and have found AssetBook very sensitive to my needs
and so easy to work with. And because of them and how they work (in the
cloud) I can work anytime, anywhere, from any place! It just doesn't get
any better than that, for me!!!

User Review

Pros:
  • I absolutely love the by-account pricing vs. pricing based on AUM. I'm
    not penalized for bringing in large accounts by AssetBook charging this
    way. I can't say enough good things about AssetBook. I've been using
    them for over three years now and have never had an error, billing is a
    breeze at the end of the quarter getting done in a matter of minutes, and
    service is beyond measure. Great people to work with!!!
Cons:
  • None
Best For What Type of Firm:
  • Any