AssetBook is the premier online 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 advisors' client data and provide easy to use reports that help advisors manage their clients and relationships. AssetBook is the complete software as a Service for advisors looking to minimize their administrative demands and maximize their client interaction.

Recent News

AssetBook will be exhibiting at the 2010 NAPFA National Conference May 19-21 in Chicago, IL.

AssetBook has moved to a new office. Our new address is available on the Contact page.

AssetBook and MoneyGuidePro integration became available to users on November 1st.  Call AssetBook to get started.

The AssetBook Blog is now online and can be found here.

AssetBook now supports blended benchmarks.

AssetBook is accepting beta testers for our new integrated rebalancing and trading system AssetAllocator.