The Latest News From AssetBook Check out our monthly advisor newsletter for all the latest updates from Assetbook. The September edition includes: 1) A registration link to our webinar with new integration partner Wealthbox! 2) Our latest blog post from CEO Marwa Zakharia entitled “Leading from Afar: The Advantages of Running a Remote Workforce.” 3)…
AssetBook and Wealthbox Team Up to Enhance Advisor Experience Financial planners and investment advisors can now seamlessly incorporate client contact records from Wealthbox into the Pulse by AssetBook platform. AssetBook, a SaaS-based portfolio monitoring and reporting solution, today announced that they have completed integrations with Wealthbox® CRM, a modern client relationship management tool. Wealthbox helps…
Leading from Afar: The Advantages of Running a Remote Workforce It’s safe to say that the world has changed more in the past year than it has over the past decade. In many ways, the pandemic accelerated every major business trend influencing the financial industry. From mergers and acquisitions, the expanded use of technology, and…
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 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. …