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Valid August 10th through October 31, 2020. Terms and conditions apply.
“What you’ve done here with your new Pulse platform is perfect for us! Pulse is exactly what we’ve been waiting for.”
Keith Barr, CFP®, CLU, ChFCLifePlan Financial Advisory Group
“Pulse is a game changer for our industry! This is amazing! It’s easy, clean and fast! I love you AssetBook!”
Patti Brennan, CFP, CFSKey Financial, Inc
“The new Pulse system is so user friendly that I look forward to using it! Also, AssetBook’s client service sets the bar so high we can’t imagine ever leaving AssetBook.”
Cindy BoselliStrategic Wealth