AssetBook is a combination of web based portfolio management software, personalized service, and value pricing.
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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.
Average user rating from: 1 user(s)
|Gain in Efficiency:||5.0 (1)|
|Gain in Efficiency:||5.0|
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!!!
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