AssetBook is a combination of web based portfolio management software, personalized service, and value pricing.
AssetBook
 |
0.0 (0) |
November 19, 2010
Hits: 2493
Company Info
| Company Name: | |
| Data Last Updated: |
|
| Data Verified by Company: | |
| Website: | |
| Contact Email: |
|
| Phone Number: |
|
| Year Founded |
|
| Number of Employees: |
|
Software Overview
| Format: | |
| Size of Firms Targeted: | |
| Target Market: | |
| Number of Firms Using: |
|
PMS Features
| Types of Reports | |
| Number of Built-In Reports: |
|
| Advisors Access to Data: | |
| Billing Functionality: | |
| User Interface: | |
| Other Major Functionality: | |
| Client Portal: |
Pricing
| Pricing Based By: | |
| Trial: | |
| Initial Training: | |
| Support: |
Integrations
| Outsource Solutions: | |
| Portfolio Management Systems: | |
| CRM: | |
| Account Aggregation: | |
| Financial Planning: | |
| Rebalancing: | |
| Analytics: | |
| Document Management: | |
| Websites: | |
| Client Portals: | |
| Form Fill: | |
| Custodian: | |
| IPS Software: | |
| Web Reporting: | |
| Report Packaging: | |
| College Planning: | |
| Other Applications: | |
| Total System: |
Security
| Security Functionality: |
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
There are no user reviews for this listing.
To write a review please register or log in.
