AssetBook: The Complete Asset Management System

AssetBook is the premier Software as a Service (SaaS) portfolio management system for investment advisors.

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

Traditionally many advisors spend as much as 80% of their time maintaining their portfolio management systems. AssetBook does the work for advisors. Your business is to manage your clients' investments and relationships. AssetBook's business is to manage and organize advisor's client data and provide easy to use reports that help advisors manage their clients and relationships.

AssetBook is the complete SaaS for advisors looking to minimize their administrative demands and maximize their client interaction. AssetBook provides investment advisors with a number of portfolio management advantages primarily due to the multitude of its flexible portfolio management features. If you are interested in more information on how AssetBook can help advisors minimize tasks in their portfolio and investment analysis, contact an AssetBook expert today, view our brief presentation, or try our more extensive online demo.