The Next Chapter in Portfolio Management

Introducing the financial industry’s most robust portfolio monitoring and reporting system. Save time, deliver precise portfolio reporting, and demonstrate your value to clients.

1Mil

Annual Reports

4x

Employee Tenure vs.
Industry Average

698%

Average Client Growth
(5 Year Period)

9.5/10

Satisfaction Rate

Transfer files, upload documents, and deliver portfolio performance and tax consideration information to clients within seconds through our easy to use client portals. Tell your story and validate your value to clients through transparency.

Performance Reporting Advisor Software
Performance Reporting Advisor Software

Pulse has evolved performance reporting into a customizable and interactive digital experience for your clients. Pulse empowers advisors to promote their unique management style as well as their brand with colorful charts, graphs and meaningful portfolio statistics.

Pulse includes a dynamic and meaningful firm-level dashboard that displays important metrics about your firm. This attractive dashboard breaks down your AUM growth into key values so you can understand how it’s growing and where that growth is coming from. You can also see your asset allocation at a global level and view your top investment holdings.

Intuitive Dashboard Portfolio Reporting Management

See for yourself why advisors and their clients love AssetBook.

Intuitive User Experience

Pulse by AssetBook is an attractive, easy to use, intuitive portfolio management system providing advisors with a comprehensive view of all client assets.

Superior Customer Service

Assetbook’s support team is always there when you need it, and at no additional cost. From on-boarding to partner integrations, we have you covered.

Client Reporting & Servicing

Designed to answer the most technical questions about your client’s portfolios. Whether it’s comprehensive reporting on performance, tax considerations, or asset allocation, the information is readily available.

Customizable Investment Classifications

Create custom investment classifications for up to 4 levels and build model portfolios at any level, making it easy to precisely monitor portfolios at all levels.

CRM, trading and rebalancing, financial planning, and aggregation open APIs make it easy to seamlessly integrate AssetBook with your other software.

Performance Reporting Advisor Software

Our Clients Love Us

“What you’ve done here with your new Pulse platform is perfect for us! Pulse is exactly what we’ve been waiting for.”

Keith Barr, CFP®, CLU, ChFC
LifePlan Financial Advisory Group

“The new Pulse system is the most innovative and well-thought out portfolio management system we’ve ever experienced. It has a clean, crisp look and the Client Dashboard will be a real asset when we are on the phone with clients. AssetBook has dramatically increased both our efficiency and our profitability.”

Rick Adkins, CFP
Arkansas Financial Group

“Pulse is a game changer for our industry! This is amazing! It’s easy, clean and fast! I love you AssetBook!”

Patti Brennan, CFP, CFS
Key Financial, Inc

Read the latest financial industry news and AssetBook updates.