See what is being said about AssetBook

AssetBook is regularly featured in articles and reviews in the investment advisor community.  See some of the latest information here.

News

Joel Bruckenstein Reviews AssetBook’s New Client Access Portal:
“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.” Read More…

According to this Morningstar article, "AssetBook May Be the Start of a Great Portfolio Management Platform."

Another Morningstar article rates AssetBook, "2005 Rookie of the Year Honorable Mention."

Financial Planning's article referring to AssetBook claims, "This platform stands out in several ways."