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 With the technology solutions available today, it’s hard to believe that some advisors still rely on outdated manual ways of invoicing their clients.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…
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 customers want. What is it they want? They want customer service at the beginning of the sale and throughout their customer journey with you, even…
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 proposition.
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 used to harvest losses and adjust assets in client portfolios. When clients are still reaping long-term gains, paring losses can reduce clients’ tax liabilities and…