Note from the CEO
Spring is a time for growth and renewal which sums up the current vibe at AssetBook perfectly. I am excited for what 2021 has in store for us, as we have been hard at work making updates and improvements in order to provide our advisors with the best possible experience. There is also lot of positive momentum building with our new Pulse product.
As you will read in our April newsletter, AssetBook’s new Pulse product has received a high customer satisfaction rating in the 2021 Advisor Software Survey produced by T3 and Inside Information.
AssetBook has lots of activity on the horizon in the form of webinars and conferences (yes!) this fall, so it feels like we have a lot for which to be thankful and look forward to.
I want to thank our dedicated staff and all the enthusiastic financial advisors who continue to support our efforts. I look forward to sharing more news with you as the days unfold.
Read the full April Pulse Report here.
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