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.

Sign Up For an AssetBook Webinar
Reserve your spot for one of our daily webinars to receive a first-hand look at our portfolio management system.

Our Portfolio Management System Advantage

Besides providing advisors with a combination of a web based software, software integration, custom reporting, and personalized service, AssetBook also sets itself apart through its value pricing system. No other asset management system offers the number of tools at our price.