We provide robust portfolio accounting software, custom client reporting, and consulting services all at a competitive price.
Empowering Today’s Advisors To Do More
Deliver real value to your clients and save your team time with AssetBook’s easy-to-use portfolio management software and elite customer service
Support
Our support team is there when you need it at no additional cost.
Smart Workflows
We transform your data into useful information and build automation that makes
your life easier.
Financial Wellness
Pass tangible value to your clients and ensure that they’re secured for the long
haul.
The Next Chapter in Advisor Solutions
As your needs as an advisor evolve, so will our technology. Together we can protect the long term financial wellness of you and your clients. That’s our mission and our promise to you.
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Powerful Analysis & Performance Reporting
Analyze client portfolios and tell your story through custom reporting.
Compatible with Major Custodians
Data Aggregation with TD, Fidelity, Schwab, Pershing and more.
Configurable & Branded Client Portal
Easily customized and user-friendly client portal.