AssetBook

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November 27, 2010 Hits: 698

Company Info
Overview
Features
Pricing and Support
Integrations
Security

Company Info

Company Name:	AssetBook
Data Last Updated:	November 27, 2010
Data Verified by Company:	No
Website:	www.assetbook.com
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

WEB Overview

Size of Firms Targeted:	$0-$100mil AUM $101-$200mil AUM $201-$300mil AUM $301-$500mil AUM $501-$1bb AUM $1bb AUM and Up
Target Market:	Investment Manager Financial Planner Wealth Manager
Number of Firms Using:	100

WEB RPTING Features

Types of Reports:	Dynamic On Demand PDF
Report/Data Uploads:	Automatically

Other Pricing and Support

Pricing:	License Fee
Trial:	No
Support:	Email Online Resources Phone Within Program

Integrations

Outsource Solutions:	None
Portfolio Management Systems:	AssetBook
CRM:	None
Account Aggregation:	None
Financial Planning:	None
Rebalancing:	None
Analytics:	None
Document Management:	None
Websites:	None
Client Portals:	AssetBook
Form Fill:	None
Custodian:	None
IPS Software:	None
Web Reporting:	None
Report Packaging:	None
College Planning:	None
Other Applications:	None
Total System:	None

Security

Security Functionality:	Unique Username/Password Encrypted Connection (web)
Other Security Enhancements:	None

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.

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