AssetBook works with CRM, Trading/Rebalancing, Financial Planning, Aggregation, and Custodian Platforms. We understand that every advisory firm operates differently and we strive to provide a broad range of independent solutions.
Powerful Analysis & Performance Reporting
Analyze client portfolios and tell your story through custom reporting.
Compatible with Major Custodians
Data Aggregation with TD, Fidelity, Schwab, Pershing and more.
Configurable & Branded Client Portal
Easily customized and user-friendly client portal.