Note from the CEO AssetBook was created fifteen years ago with one goal in mind: to help advisors solve the daily problems they face through assessment and diagnosis of their portfolio management and reporting. We are able to meet this goal thanks to the skilled and tenured team that collectively has over 320 years of…
Note from the CEO Spring is a time for growth and renewal which sums up the current vibe at AssetBook perfectly. I am excited for what 2021 has in store for us, as we have been hard at work making updates and improvements in order to provide our advisors with the best possible experience. There…
RIAs work with clients who may have outside accounts of various types on multiple platforms. These additional assets are a crucial part of the client’s financial picture requiring advisors to access this data in a concise, usable fashion. Using a top data aggregator like ByAllAccounts helps consolidate all of a client’s various accounts to facilitate…
Stories about GameStop have dominated the financial news over the past several weeks. The information is about how retail investors have been driving this and other significant shorts for several hedge fund managers higher. Congress will be holding hearings about this activity and Robinhood and other custodians’ actions to limit trading in some of these…
While we don’t know what 2021 will bring in terms of Wealthtech investing, a look back at some trends in 2020 provides some insights and food for thought. Much of the investment in Wealthtech firms comes from accredited investors. These firms compete for seed money and private investors along with other tech start-ups and early-stage…