A Complete Technology Solution: Your Catalyst for Efficiency and Growth

Do you remember life pre-internet? Sometimes it’s hard to imagine how we accomplished even the simplest of tasks without conveniences like GPS and Google. Technology has made nearly everything in life faster, easier to access, and more convenient. Now, with the advancement of AI and automation, we’re on the brink of another technological boom. 

For advisors, though, more technology isn’t necessarily always the efficiency and growth driver it promises to be, especially when it comes to the increasing number of all-in-one platforms available on the market, which are typically designed exclusively with the industry’s largest firms in mind.

Complete vs. All-in-One Technology Platforms

But the fast-growing market of mid- and smaller-sized RIA firms doesn’t need the unnecessary bells and whistles of all-in-one platforms, nor the matching price tag. More often than not, these extra features compromise the platform’s core capabilities, negatively affecting the user experience or worse, compromising the quality and accuracy of the tool’s data.

Instead of moving seamlessly through the day, advisors find themselves struggling to navigate past features they don’t want to the solutions they need, trying to adjust their own workflows to fit rigid infrastructures, and cobbling together integrations with the other tools they already love to use.

A complete solution offers a different approach. Rather than a fixed, inflexible platform with built-in, non-negotiable features, a complete solution enables you to choose the capabilities you want and integrate with the other technologies you’re already using, creating an intuitive and streamlined experience that actually saves you time.

Let’s take a look at the key benefits of a complete technology platform.

The Value of a Complete Solution

Open APIs changed the financial technology game by allowing one technology to connect with another. 

AssetBook, for example, offers a seamless integration with top trading and CRM softwares, eliminating the need for duplicate data entry, ensuring accurate, up-to-date client information across platforms, improving operational efficiency and reducing the potential for human error. 

Customizable Capabilities. Unlike most all-in-one platforms, which force advisors to use their software exactly how it’s designed or pay for features they don’t use, complete solutions empower advisors to work the way they want to work. 

Whether that means being able to run billing according to your specific fee structures, client tiers, investment products and fee types, or easily personalizing templated reports to fit your clients’ needs and preferences, complete solutions offer customizable capabilities that adapt to the advisor, not the other way around.

Multi-Custodial Integrations allow you to continue working with the custodian(s) of your choosing, rather than forcing you to stick with or change to a single custodian. 

Multi-custodial integrations also enable you to consolidate and view all client accounts in a single dashboard, creating a comprehensive view that gives you a more holistic understanding of your clients’  overall financial positions, holdings, and performance across different custodians, simplifying the portfolio review process and facilitating informed decision-making.

For example, Valian, AssetBook’s game-changing client engagement application, allows advisors to view both managed and unmanaged client accounts in the same place, giving them a truly holistic view of their clients’ financial picture.

Does the Service Match the Solution?

Even the most intuitive and customizable technology solution requires a dedicated service component, starting at the very beginning with robust and comprehensive training. That means: 

• One-on-one training assistance, not bots or a video library 
• An onboarding and implementation experience that doesn’t disrupt your day-to-day operation
• Responsive, knowledgeable, and accountable service included in your subscription 

Experience Next-Level Customization

At AssetBook, when we say our platform is customizable, we mean it. Not only does our powerful portfolio management tool, Pulse, offer powerful open APIs, multi-custodial integrations and ultra-flexible billing and reporting solutions, but our subscription terms are flexible enough to accommodate your commitment preferences. 

You shouldn’t have to spend valuable time trying to master the very technology that’s supposed to save you time. Pulse by AssetBook is the portfolio management platform advisors actually want to use. 

See our complete, customizable solution for yourself. Learn more by clicking here!