Conference season is upon us and AssetBook officially kicks off our fall campaign “Be Your Self” with AssetBook at the Bob Veres Insider’s Forum 2016 conference next week in San Diego.
AssetBook’s Founder Rob Major and VP of Business Development David Robertson will be representing AssetBook at the conference at the beautiful Hotel Del Coronado.
AssetBook integrates with best of breed integration partners so that advisors can implement the perfect technology solutions for their firm.
Just like a selfie every firm is unique and we want you to #BeYourSelfie. That’s why at the 2016 Insider’s Forum we are hosting a selfie scavenger hunt for a chance to:
If you are at the conference be sure to stop by our booth, where we will be giving away selfie sticks. While you are there you can learn about how our portfolio management system can integrate with your firm’s technology solutions.