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…
