Partners

AssetBook integrates seamlessly with several other top software packages in our industry to allow AssetBook users to share data with their CRM, Planning Software, and other systems.

If you are interested in an integration that is not listed here, contact us at info@assetbook.com to make a request.

	MoneyGuidePro (MGP) provides an exciting new approach to Financial Planning.  It replaces the unnecessary complexity of traditional, detailed-cash-flow planning software with a goal-oriented process that is faster, easier and more engaging for the client.  MGP has been hailed as “the most innovative product to come along in a long time” and was selected as the “Software of the Year for 2008”. To learn more, go to www.moneyguidepro.com or call 800.743.5312.
	Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), paperless office and email archiving solutions in the financial services industry. Easily affordable, easy to implement and offering integration with many of the industry’s most widely-used applications, Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations. CRM is ultimately about not only acquiring and managing your clients and prospects – it’s also about servicing them and, in turn, extracting value from the relationships. At the same time, it’s about doing all of these things while simultaneously improving operational efficiency. For additional information on Redtail Technology or to sign up for a 30 day free trial, visit their website at http://www.redtailtechnology.com or call 1-800-206-5030.
	Advisor Products makes websites, client newsletters, brochures, and other marketing services for about 2,000 independent financial advisory firms. The Westbury, N.Y. company, which was founded in 1996 by veteran financial writer, Andrew Gluck, also provides logo design, marketing copy, stationery, and email newsletters for financial advisors. It hosts websites customized for advisors with financial planning content for high-net-worth individuals and hosts email account services geared to financial advisors. Many of the nation's leading Registered Investment Advisors, independent Registered Representatives, and independent broker/dealers rely on marketing and technology services provided by Advisor Products.