AssetBook’s mission is to help advisors solve the daily challenges they face through assessment and diagnosis of their portfolio management and reporting, and key business metrics. AssetBook is powered by a skilled and tenured team that collectively has over 320 years of experience in the financial services industry.
Encompassing sales, service, implementation, reconciliation and product development, the team actively supports our clients to ensure they are consistently delighted with the Pulse by AssetBook platform and services.
Meet Our Founders
AssetBook was founded in 2007 by Rob Major and Ken Park to empower financial advisors to effectively create and deliver financial wellness to their clients in an environment that can be at times uncertain. We’ve been turning that vision into a reality by blending personalized guidance and expertise with refined technology.
Prior to AssetBook, Rob served as a fintech consultant for several financial advisors and…
Ken started working in software development and design for the financial industry in the…
The AssetBook Service Promise
Simply put, we exist to serve you, our client.
Careers at AssetBook
We are always seeking the best and brightest to join our team. If you’re seeking a career that will reward you for your contributions while providing you with the resources to be successful, please contact us at email@example.com. We are especially interested in talking to salespeople who want to join our team and earn extraordinary compensation based on performance.