Invoicing clients for financial advice and portfolio management should be simple, seamless, and painless. If you have the right integrated client management and reporting software platform, it can be. With the technology solutions available today, it’s hard to believe that some advisors still rely on outdated manual ways of invoicing their clients. In today’s volatile…
Joining a professional organization has many benefits, such as networking opportunities, continuing education, and industry support. Membership in any industry organization is critical to keeping ahead of changes and furthering their practitioners’ best practices. At Assetbook, we believe there are many benefits that financial advisors receive from their membership in one or more of our…
The coronavirus pandemic has forced advisors to rapidly shift to a remote working environment. While some advisors are now embarking on plans to re-open their office, most are considering having an extended period for employees to work from home. Here are three key considerations for advisors to evaluate in regards to a work-from-home environment. …
We take a look at how financial advisors using the AssetBook platform can best utilize the Holding Household feature to easily manage new accounts added to the system.
As advisors, you make your living by making decisions that help your clients reach their unique short and long-term goals. As advisors, you turn to technology partners in order to help you get the pieces you need in order to communicate with your clients what’s going on. So, what happens when the data that could…