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.

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.

Rob Major, AssetBook Founder

Rob Major

Prior to AssetBook, Rob served as a fintech consultant for several financial advisors and…

Ken Park, AssetBook Co-Founder

Ken Park

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.

01.

We Respect Your Time

You will have confidence in how quickly we respond to questions and resolve issues.

02.

We Obsess With Accuracy

We value your trust in us and we will ensure you have the most accurate data to report on.

03.

We Listen With Intent

Your feedback is not only valued but viewed as critical in shaping the roadmap of our product and the vision of our company.

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 careers@assetbook.com. We are especially interested in talking to salespeople who want to join our team and earn extraordinary compensation based on performance.