Note from the CEO
AssetBook was created fifteen years ago with one goal in mind: to help advisors solve the daily problems they face through assessment and diagnosis of their portfolio management and reporting. We are able to meet this goal thanks to the skilled and tenured team that collectively has over 320 years of experience in the financial services industry.
I am very proud of our team at AssetBook. We are small but mighty. We take the time to get to know the advisors who are our customers. We work to meet their individual needs. And while we have an incredibly experienced team waiting to assist you, we also have a diverse team, with 60% of our staff comprised of women. In an industry dominated by men, I am proud of the fact that AssetBook is leading the charge as a female-run and female-friendly company.
The AssetBook promise ensures that sales, service, implementation, reconciliation, and product development teams respect your time, obsess over accuracy, and listen with intent to ensure you are consistently delighted with the Pulse by AssetBook platform and services. Please let me know if there is anything I can do to make your experience with AssetBook more enjoyable or productive.
Read the full May Pulse Report here.