AssetBook Webinar Details

We offer daily webinars to show interested investment advisors the many benefits of our dynamic portfolio management software. These webinars provide you a great way to receive a quick but personal demonstration of AssetBook. You will be able to see the system in action, view sample reports, browse the AssetBook Client Access Portal, and see how AssetBook can help you strengthen and grow your business as an investment advisor.

Webinar demonstrations of AssetBook are offered daily and will be available on the following regular schedule:

Mondays at 1:00PM
Tuesdays at 11:00AM
Wednesdays at 2:30PM
Thursdays at 11:00AM
Fridays at 1:00PM

All scheduled times are Eastern Daylight Time.

If you would like to participate, please fill out the form to the right, entering your name, email address, and choice of a webinar time. Be sure to sign up at least 24 hours in advance to guarantee a spot.

You will receive a GoToMeeting invitation at the email address you enter to confirm the date and time with instructions.