Portfolio Management Software Advisors Actually Want to Use
Intuitive design. Lightning-fast speed. And all the capabilities you need. Learn why AssetBook is becoming the top choice for wealth managers and firms.
Robust Portfolio Monitoring and Reporting
Pulse by AssetBook is an attractive, easy to use and intuitive portfolio management system built with an open API. Simple to integrate with your other software, Pulse makes it easy to interact with all of your firm’s integrations in a meaningful way.
Save time, deliver precise reporting, and provide clients with real value
Better Performance Reporting & Client Servicing
Pulse offers several screens designed to answer most questions about your client’s portfolios. Whether it is a comprehensive look at portfolio performance, tax considerations or asset allocation, the information is ready at your fingertips.
In addition to the attractive and informative client information, customizable reporting helps you show your value to your clients. Pulse’s client portal and document center provides clients access to their information.
Asset Allocation Monitoring and Compliance
Our Asset Allocation feature is one of the most powerful components of Pulse. Since many advisors implement investment policy statements that govern the mix of asset classes, it is critical that allocations are managed carefully. Pulse’s allocation monitoring feature gets the job done with up to four levels of classification and reporting.
Getting you paid accurately and on time is a top priority and the Pulse fee billing system is designed to easily automate your entire billing process. Most firms using the Pulse fee billing feature complete the entire billing process in one hour or less.
As your firm grows, it can be challenging to monitor the cash in and outflows that are happening in your client portfolios. The Pulse cash management feature is designed to manage client cash and alert you when there is a shortage or overage in your client portfolios. The cash management feature can also be used to monitor cash for fee debiting purposes.
Tax Management and Planning
Pulse’s Tax Management feature helps you get a comprehensive understanding of your clients’ portfolio tax picture so that you can manage their unrealized and realized gains and losses right down to the individual lots.
Client Engagement, Redefined
Powerful collaboration tools, like a fully archived and SEC-compliant in-app chat and real-time notifications, bring action and connection to Valian. And, with the ability to view and share portfolio and managed account performance, transactions, and performance over time, as well as non-managed financial accounts within a single, powerful app, clients will enjoy a complete view of their financial picture.
Customizable Investment Classifications
Create custom investment classifications for up to 4 levels and build model portfolios at any level, making it easy to precisely monitor portfolios at all levels.
Pulse features a dynamic and meaningful firm-level dashboard that displays important metrics about your firm.
Superior Client Support
Assetbook’s support team is always there when you need it, and at no additional cost. From on-boarding to partner integrations, we have you covered.
Our modern, highly configurable client portal allows you to show your clients up-to-date portfolio values and send or store important documents such as quarterly reports.
Custodians and Integration Partners
CRM, trading and rebalancing, financial planning, and aggregation open APIs make it easy to seamlessly integrate AssetBook with your other software.
AssetBook takes data security seriously. Our state of the art data centers mean your data is encrypted at rest and while in transit, by default.