For RIAs and most other businesses, 2020 was a year of transition and one that presented many challenges. Many of these challenges will continue and will represent key business priorities…
The latest fiscal stimulus bill was passed by Congress and signed into law in late December 2020. The bill offered economic relief for individuals, small businesses and provisions about distributing…
Financial advisors are increasingly using data aggregators to help them get a handle on all of their client’s accounts in one comprehensive online format. Data aggregation allows both the advisor…
If this were a regular this vs. that type of article, it would start by defining why it’s challenging to choose between best in class or all-in-one platforms. We would…
A growing reliance on technology was a trend before 2020 and the COVID-19 pandemic, but this trend will continue to accelerate into every aspect of your business. A software platform…
The next 25 years will produce the most massive inter-generational transfer of wealth in history. Cerulli Associates estimates the total amount of this wealth transfer to be in the range…
Having an audit by state or federal regulators can be a harrowing experience for any RIA practice regardless of the firm’s size. While you have no control over whether or…
With Socially Responsible Investing (SRI) continuing to gain popularity, offering SRI within your portfolios will meet the demands of investors looking to ‘do good’ for others. Now, as COVID-19 continues…
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…
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…
In today’s digital environment, it is not enough to sell only a product. It doesn’t matter if the product is financial advice or technology; there is always something more that…
Financial planning/advisory firms can spend a lot of money on portfolio reporting/management software, at a time when portfolio manegement activities are becoming a smaller and smaller part of their value…
Planning for tax efficiency in client portfolios during times of volatility is essential for clients, and easily accomplished with the right tools. In today’s bear market, tax efficiency management is…
FinTech continues to advance, creating more efficiencies for automated business processes. Gone are the days of manually crunching numbers since emerging software can now do everything from portfolio management, reporting,…
Fintech is essentially the new use of technology to solve old problems. The products are fast, easy to use, and convenient. But what happens when your FinTech vendor has an…
By Joel Bruckenstein, CFP AssetBook just officially released the Pulse Platform, their third-generation portfolio management and accounting system. The platform has been in beta testing with approximately fifty firms for…
BALTIMORE, Aug. 10, 2020 /PRNewswire/ — AssetBook announced the release today of Pulse by AssetBook, containing enhanced features for portfolio monitoring and reporting. AssetBook continues to develop innovative portfolio management solutions for wealth advisors,…
Improving productivity through swapping out your old technology for a more enhanced solution is critical to any business. Working as a financial advisor is extremely competitive, making a technology-driven business…
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…
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…
The SECURE Act went into effect earlier this year, causing a stir throughout the advisor world. The new act changes several existing details regarding how you and your clients approach…
In this post, we take a look at how you can easily view your reports in the new AssetBook platform using the Document Center tool.
Investors’ preference for fee-only advisors currently dwarfs commission-based models. But are they really the best option for you?
Over the past 5 years, we’ve seen a high number of companies entering the SaaS space. Just check your LinkedIn. If you work in technology, then you without a…
We take a look at the recent deal by Charles Schwab and Envesnet Tamarac to see what the recent acquisition of PortfolioCenter could mean for you.
Traditionally, the financial sector has been slow to invest in and adopt groundbreaking technologies. However, in 2018 we saw a number of well-established institutions kick “tradition” out the door to…