AssetBook CEO Marwa Zakharia was recently named one of WealthManagement.com’s Ten to Watch in 2023, an elite list of innovators and influencers set to change the industry in the year to come.
Despite efforts for equal gender representation in the workplace, less than 28% of all financial advisors are women. Gender equality is an oft-discussed issue, but it’s time for financial service companies to go beyond table stakes. We need meaningful action to increase female representation.
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Veteran portfolio management software provider sets new industry standard for advisors seeking to deliver a next-level client experience with latest release.
The Latest News From AssetBook Check out our monthly advisor newsletter for all the latest updates from Assetbook. The June edition includes: 1) It’s official – our latest integration 2) We’ve got the hookup – current integrations 3) Note from the CEO 4) Upcoming Closure For more news from AssetBook and to read the full…