Data Aggregators- What’s the Big Deal?

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 and their client to see the same data and provides the advisor a full picture of all of their client’s accounts in one place. Clients…

Is Your RIA Practice Being Audited?

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 when regulators will show up at your firm’s doorstep, being prepared will help the audit go smoothly. Part of being prepared involves having the right…

Socially Responsible Investing and Scoring Portfolios

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 to change our values, socially responsible investing is helping to address the inequities in our society. Throughout the last decade, socially responsible investing has grown…

What to Look for in Client Billing Software

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 With the technology solutions available today, it’s hard to believe that some advisors still rely on outdated manual ways of invoicing their clients.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…

The Benefits of Professional Membership

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…