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The Premier Portfolio Management Software as a Service |
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What is AssetBook?
AssetBook is the premier Software as a Service (SaaS) portfolio management system for investment advisors. AssetBook provides advisors with a combination of web based software and personalized service. The result is a flexible, dynamic portfolio management and reporting platform. Traditionally many advisors spend as much as 80% of their time maintaining their portfolio management systems. AssetBook does the work for advisors. Your business is to manage your clients’ investments and relationships. AssetBook’s business is to manage and organize advisor’s client data and provide easy to use reports that help advisors manage their clients and relationships. AssetBook is the complete SaaS for advisors looking to minimize their administrative demands and maximize their client interaction. Reliability you can trust: AssetBook was developed by the experts at Major Technology Resources—a team of specialists with decades of practical hands-on experience on both the client side and software development side of the industry. We created AssetBook using asp.NET technology on the Microsoft platform, so you can trust it will easily integrate with other Microsoft applications. If you want the industry’s most powerful portfolio accounting tool created just for independent advisors, call MTR today. Your clients will appreciate it. Super easy to use:Anyone can begin using AssetBook right away without in-depth training. Since it is browser-based, you simply go online, log in, enter your password and start getting a real handle on your client portfolios. |
Portfolio accounting that does what you want: You spend thousands of dollars on software licensing and database administration each year to capture data. AssetBook lets you harness all that data and leverage it to get just the information you want. AssetBook captures data from your custodians, then automatically provides useful “overviews” that show you at a glance key metrics that help you stay abreast of every account. We do all of the database administration on your behalf. First, we’ll bring in your account data with a one-time implementation. Major Technology Resources has decades of experience with system implementation and data conversion, having worked with every leading accounting system in the industry. Once your data is reconciled and online on our secure servers, we will help you set up customized lists and screens that display the information you want, choosing the elements of information and the order they appear.
The AssetBook brochure provides a more detailed description of the product and includes screen shots of the AssetBook interface. Click the image to the left to open our brochure in PDF format. |
