Technology is not a fad

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…

AssetBook Enhances Portfolio Reporting for Financial Advisors

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…