Create Efficiency with Integrated Applications.
AssetBook understands the value of integration with other industry software packages. Sharing data with other applications through our built-in web service makes it possible to interface with leading industry applications. Some of the software we already integrate with include:
- Advisor Exchange
- Advisor Products, Inc.
- ByAllAccounts
- Trade Warrior
- MoneyGuidePro
- Portfolio Xpert
- Redtail Technology
Maximize Client
Relationships.
AssetBook gives advisors all of the information they need to be readily informed and intelligent about every client and account they are managing. This valuable information is also available online for your clients, in our included Client Access Portal.
- 100% Web-Based Technology, with nothing to install or maintain is accessible everywhere
- Download daily from multiple custodians to provide consolidated reporting
- Updated database by 9am
- Automated billing and trading processes
Minimize Administrative Demands.
With the combination of a dynamic portfolio management system and reporting platform which manages and organizes your clients' data, there's no need to hire extra staff. AssetBook does the work for you.
Our Portfolio Management System Advantage
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