AssetBook Features

AssetBook provides advisors with a combination of web based software and personalized service. The result is a flexible, dynamic portfolio management and reporting platform.

Watch the video to hear AssetBook CEO Rob Major discuss the many features of AssetBook. Here is a list of some of the many great advantages the AssetBook portfolio management system offers to investment advisors and financial planners:

• Convenient On-line Platform
• Easy to Install and Maintain
• Accessible Everywhere
• Intuitive Design
• Experienced Data Administration Staff
• Organized Client Data
• Daily Data Downloads Imports, and Reconciliation
• Comprehensive Portfolio Reporting
• Customized Billing Options
• Paperless Client Access Portal
• Dynamic Report Features
• Seamless Integration with Other Industry Solutions
  (See the list integrated partners here.)

In addition to the flexible features listed above, AssetBook has one feature that no other asset management software company can compare with: value pricing. With its value priced product, AssetBook provides investment advisors a high end portfolio management system at an affordable price. Learn more about AssetBook's value priced platform. Also, see the other asset management benefits and the services that AssetBook has to offer to investment advisors by contacting AssetBook at 1-301-387-3287 or by signing up for our daily online webinars.