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AssetBook in the News: Janet Tyler Johnson, CFP®, President of JATAG Wealth Advisor’s Network, LLC and Author of Finding Financial Fulfillment interviews AssetBook CEO Rob Major on the advantages of outsourcing Portfolio Management Back Office functions. Be sure your speakers are turned on and the volume is turned up then click play. According to this Morningstar article, "AssetBook May Be Start of a Great Portfolio Management Platform." |
What AssetBook can do for you: AssetBook is in the business of supporting financial professionals in all technology aspects of their practices. We accomplish this by offering highly customized professional services and software applications. AssetBook specializes in Portfolio Management System conversion and implementation. Click the "About AssetBook" link at the bottom of this page to learn more about AssetBook. |