AssetBook is the premier online
portfolio management system for investment advisors.
AssetBook is a combination of web based portfolio management software, personalized service, and value pricing.
It gives advisors a mission critical solution for minimizing their data-related administrative demands and maximizing
their client interaction. It is a flexible, dynamic portfolio management system that brings efficiency, automation,
and single point access to advisors’ internal operations in the areas of general reporting, performance reporting,
fee billing, automated trading and rebalancing, account monitoring and alerts, client access, multiple custodian data
aggregation, integration with other software, and more. It is user friendly, cost effective, is a significant time saver,
and it adds value to an advisor’s practice.
Recent News
Webinar demonstrations of AssetBook will be available on the following regular schedule:
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.
A video introduction to AssetBook can be viewed here.
AssetBook will be exhibiting at the 2010 NAPFA Connections Conference November 3-5 in Boston, MA. AssetBook CEO Rob Major will also be speaking at this conference.
AssetBook is accepting beta testers for our new integrated
rebalancing and trading system AssetAllocator.
