The Next Chapter in Advisor Solutions

We provide robust portfolio accounting software, custom client reporting, and consulting services all at a competitive price.

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Empowering Today’s Advisors To Do More

Deliver real value to your clients and save your team time with AssetBook’s easy-to-use portfolio management software and elite customer service


Our support team is there when you need it at no additional cost.

Smart Workflows

We transform your data into useful information and build automation that makes
your life easier.

Financial Wellness

Pass tangible value to your clients and ensure that they’re secured for the long

The Next Chapter in Advisor Solutions

As your needs as an advisor evolve, so will our technology. Together we can protect the long term financial wellness of you and your clients. That’s our mission and our promise to you.

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