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See What They Say About Us

AssetBook is regularly featured in articles and reviews in the investment advisor community discussing its many portfolio management benefits and value as a completely web-based asset tracking tool. See some of the latest information and articles below. Also, see what advisors have said about our portfolio management system on our testimonials page. Also, for information on how to get started, sign up for a daily webinar.

RIA.biz published a great new article about AssetBook.

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ByAllAccounts and AssetBook Partner to Bring Held-Away Account Data Into AssetBook's Online Portfolio Management System

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TradeWarrior and AssetBook Announce Integration Partnership

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""I recently had a chance to visit virtually with Rob Major of AssetBook, Inc, the developers of AssetBook, the online portfolio management and reporting platform.""

Joel Bruckenstein


""AssetBook May Be the Start of a Great Portfolio Management Platform.""

Morningstar


""2005 Rookie of the Year Honorable Mention.""

Morningstar


""This platform stands out in several ways.""

Financial Planning

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