Software as a Service (SaaS)

Our cloud based software is only the beginning of the AssetBook advisory services offerings. When you come onboard with AssetBook, you get a team of staff working to ensure that your firm gets the most from our product. From our fast turn around time to our dedicated phone support, we give you the confidence you need to grow your firm, as you grow with us.

Product Support

Dedicated product specialists are available to answer your questions on market days from 8am to 5pm at 1(301) 387-3238 opt. 2. Or email us at

Training Sessions

Get concise answers to your most complex problems with our remote training sessions. Packaged with RADAR, you will get 6 training sessions, covering the full usage of our system. Additional training is available by appointment.

Client Billing Support

When it comes to getting paid we understand that it's a priority. Our billing developers and billing support team are here to help. If you have questions about your billing module or management fees you can reach us at


For product information and pricing questions, contact our sales office Monday through Friday, 8am to 4pm Eastern Standard Time by calling
1(301) 387-3238 opt. 1 or email us at

Data Agents

Automated data scrubbers:
these daily agents normalize and clean data so you can spend less time on data entry and more on growing your firm.

Data Entry

Hand off the hassle of manual data entry tasks to our team of detail oriented database specialists, at a competitive rate of $50 per hour.