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.
Employee Tenure vs.
Average Client Growth
(5 Year Period)
Win More Business and Increase Your AUM
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.
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.
See for yourself why advisors and their clients love AssetBook.
Seamless integrations that save you time.
CRM, trading and rebalancing, financial planning, and aggregation open APIs make it easy to seamlessly integrate AssetBook with your other software.
Our Clients Love Us
Read the latest financial industry news and AssetBook updates.
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- Leading from Afar: The Advantages of Running a Remote Workforce It’s safe to say that the world has changed more …
- The Latest News From AssetBook We are very excited to announce that integrations with Wealthbox are now live! This new integration will …