Monthly Archives: August 2021

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The August Pulse Report: Financial Advisor Newsletter

AssetBook NewsBy AssetBook August 26, 2021

The Latest News From AssetBook We are very excited to announce that integrations with Wealthbox are now live! This new integration will allow you to seamlessly cross-populate client contact records between AssetBook’s Pulse platform and Wealthbox’s award-winning CRM. Join our upcoming live partner webinar with Wealthbox on September 22, at 2:00 pm EST which will highlight the benefits of our newest…

AssetBook is Featured in the 2021 WealthManagement Mid-Year Report

Industry NewsBy AssetBook August 18, 2021

AssetBook is Featured in 2021 WealthManagement Mid-Year Outlook Report AssetBook is excited to be featured in the 2021 WealthManagement Mid-Year Report with an original article from CEO Marwa Zakharia entitled “Three Tips for Creating a People First Culture.” You can view the full report and read the full article here. You can also read the article below. …

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