Today’s financial advisors face more competition than ever before, but beyond the simple increase in competition, advisors are facing other barriers and complications to success.…
How financial advisors can add a human touch in an increasingly automated world
Form ADV Part 1: Common Missteps And Best Practices For RIAs
AssetBook today announced its partnership with fintech company Pontera to help financial advisors holistically manage their client’s full portfolio. Pontera enables advisors to employ cohesive…
Lead generation for financial advisors depends on tailoring your messaging to your prospective clients. Your number one consideration should be how your services will solve…
We put together seven of the most compelling and disarming questions that financial advisors can use to encourage their clients to share what they might…
For RIAs, compliance readiness is key. The right tech stack will enable firms to do more with less: providing broader oversight, better record-keeping capabilities, and…
Focusing on client experience when evaluating your firm’s technology provides a competitive edge over other Financial Advisors and Wealth Managers.
There are so many tech options for an RIA. Whatever option you choose, your tech stack should give you the capabilities and resources you need…
As digital banking accelerated consumer expectations for a tech-first client experience from their financial services providers, how is the wealth management industry keeping up? AssetBook…
During the recent MarketCounsel Summit in Las Vegas, AssetBook CEO Marwa Zakharia joined a panel discussion on Technology Innovations: Capabilities and Feature Expansion.
Managing compliance risk has solidified its position as potentially the most expensive aspect of running a financial planning firm.
Providing an exemplary client experience, enabled by both technology and your own expertise, will bring your business to the next level. Here’s why:
AssetBook CEO Marwa Zakharia was recently named one of WealthManagement.com’s Ten to Watch in 2023, an elite list of innovators and influencers set to change…
Despite efforts for equal gender representation in the workplace, less than 28% of all financial advisors are women. Gender equality is an oft-discussed issue, but…
If you missed us at Future Proof and want to know more about the topics we covered, check out our latest blog.
Veteran portfolio management software provider sets new industry standard for advisors seeking to deliver a next-level client experience with latest release.
The Latest News From AssetBook Check out our monthly advisor newsletter for all the latest updates from Assetbook. The June edition includes: 1) It’s official…
The Latest News From AssetBook Check out our monthly advisor newsletter for all the latest updates from Assetbook. The May edition includes: 1) Exciting upcoming…
People, Not Pitches Adapting Your Sales Technique to Work In Our Commoditized Economy Spoiler alert: This piece contains a strikingly unpopular opinion on sales in…
The Latest News From AssetBook Check out our monthly advisor newsletter for all the latest updates from Assetbook. The April edition includes: 1) Redtail integration…
If You Can’t Beat ‘Em, Buy ‘Em In case you missed the mega announcement this week – Orion is acquiring RedTail. So, congrats to our…
The Latest News From AssetBook Check out our monthly advisor newsletter for all the latest updates from Assetbook. The March edition includes: 1) Information on…
Next-Gen Wealth Holders: How Paradigms in Behavior Will Impact the Future of Financial Advice What Makes Next-Gen Wealth Holders Tik (Tok)? I saw a…
The Latest News From AssetBook Check out our monthly advisor newsletter for all the latest updates from Assetbook. The February edition includes: 1) Information on…
Web 3 Brings DeFi Options to the Masses Cryptocurrency, yield farming, staking, smart contracts, DeFi, Bitcoin as a hedge against inflation. Lately, it’s difficult to…
The Latest News From AssetBook Check out our monthly advisor newsletter for all the latest updates from Assetbook. The December edition includes: 1) 2021 Accomplishments…
The Latest News From AssetBook Check out our monthly advisor newsletter for all the latest updates from Assetbook. The November edition includes: 1) An announcement…
As we quickly approach the holiday season, we would like to update you on the following office closures and modified office hours. Thursday, November 25,…
The Latest News From AssetBook Check out our monthly advisor newsletter for all the latest updates from Assetbook. The October edition includes: 1) An exciting…
Have You Mastered the Psychology of Business Success? How Business Leaders Can Leverage Psychology to Take Their Company to the Next Level During my years…
The Latest News From AssetBook Check out our monthly advisor newsletter for all the latest updates from Assetbook. The September edition includes: 1) A registration…
AssetBook and Wealthbox Team Up to Enhance Advisor Experience Financial planners and investment advisors can now seamlessly incorporate client contact records from Wealthbox into the…
Leading from Afar: The Advantages of Running a Remote Workforce It’s safe to say that the world has changed more in the past year than…
The Latest News From AssetBook We are very excited to announce that integrations with Wealthbox are now live! This new integration will allow you to seamlessly cross-populate…
AssetBook is Featured in 2021 WealthManagement Mid-Year Outlook Report AssetBook is excited to be featured in the 2021 WealthManagement Mid-Year Report with an original article…
Note from the CEO I’ve always had a soft spot for volunteering and non-profits. Currently, I sit on the board of directors for the Christina…
Marwa Zakharia discusses financial planning trends in recent Swift Chat with Marie Swift and Matt Sonnen Marwa Zakharia, CEO of AssetBook, and Matt Sonnen, CEO…
Note from the CEO Most successful business owners and executives I know have a “people first” mentality when it comes to business. Foundationally, I believe…
Fall Conference Season Will be Here Soon! Fall conference season will be here before we know it and financial advisors are wondering which conferences will…
One of the best ways to learn about a particular job is by gaining insight from the individuals working in that career field. Informational interviews…
Note from the CEO AssetBook was created fifteen years ago with one goal in mind: to help advisors solve the daily problems they face through…
Note from the CEO Spring is a time for growth and renewal which sums up the current vibe at AssetBook perfectly. I am excited for…
RIAs work with clients who may have outside accounts of various types on multiple platforms. These additional assets are a crucial part of the client’s…
Stories about GameStop have dominated the financial news over the past several weeks. The information is about how retail investors have been driving this and…
While we don’t know what 2021 will bring in terms of Wealthtech investing, a look back at some trends in 2020 provides some insights and…
One of the biggest news stories of the past week has been the heightened trading activity and price volatility of GameStop and a number of…
While it remains unknown what changes President Biden will propose to the tax laws, the following changes are already in place for 2021 that could…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
