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, trading, rebalancing, etc. Technology not only helps advisors to compete in the advice business but manage their businesses more efficiently. Not only do advisors benefit…
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 issue and is not providing the customer support to fix problems with their all-in-one solution? When one part is not working correctly, the other applications…
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 a year. While AssetBook may not be as well known as some of its larger competitors in the field, it is not a newcomer to…
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 model a necessity for survival. All advisors must look for WealthTech solutions that enhance their productivity, thus saving time and money. In an industry experiencing…
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.