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 your business. A software platform like AssetBook’s Pulse can be invaluable as you automate not only your internal processes but work to offer a more robust online portal for your…
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 to be in the range of $68 trillion. As an advisor, you certainly want to do everything that you can to retain a large percentage of the assets passing to…
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…
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 management solutions for wealth advisors, leveraging years of experience in building powerful, secure and scalable applications. Built on an open API, Pulse seamlessly integrates as an additional technology component for…