Pictured below is long-time AssetBook user Tom McNeill participating in a hayride during his visit to AssetBook headquarters in beautiful Western Maryland.  I doubt other software providers are offering amenities like these to their users.

AssetBook is offering FREE TechFi Conversions!

If you are a current TechFi Portfolio 2000 user looking for a new Portfolio Management Solution, then AssetBook is the solution for you.

AssetBook not only offers a web based Portfolio Management Solution with similar look and feel to what TechFi Advisors are accustomed to, but we offer many of the same reports that your clients are used to receiving on a monthly or quarterly basis.  AssetBook does have full back office support where we take the daily importing and reconciliation off your plate.  We also allow a manual entry solution as well as several integration relationships that will bring your practice up to speed with the industry.  We offer performance reporting with a TWR or IRR option, batch reporting capabilities, plus an online consolidated view of your clients’ accounts in a read only environment that your clients can enjoy. We are offering a free conversion of all of current TechFi data to the AssetBook format until September 30, 2010. If you are interested in learning more, please feel free to contact sales@assetbook.com to schedule a demo of AssetBook or call 301-387-3238 option 1.

Andy has extended a free one year subscription to AssetBook users.  To join, check out the info below:

Please accept this free one-year membership to advisors4advisors, a practice management portal for advisors.

Please register here or paste this link in your browser: http://advisors4advisors.com/nonapiregistration.

Demonstrations of AssetBook will now be given during a regularly scheduled webinar.  The times for these are:

Mondays at 2:30pm
Tuesdays at 2:00pm
Wednesdays at 11:00am
Thursdays at 4:00pm
Fridays at 11:00am

All scheduled times are Eastern Daylight Time.  If you would like to participate, please sign up here and put "Demonstration Webinar" and the date you are requesting in the Additional Information field.  You will receive a GoToMeeting invitation to confirm the date and time with instructions

Attached you will find a White Paper Document that will allow you to change the Account Registration Field on the Account Records in AssetBook.

Change Account Registration Infomation.doc (334.50 kb)