The September Pulse Report: Financial Advisor Newsletter

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The September Pulse Report: Financial…

Oct62021

The Latest News From AssetBook

Check out our monthly advisor newsletter for all the latest updates from Assetbook. The September edition includes:

1) A registration link to our webinar with new integration partner Wealthbox!

2) Our latest blog post from CEO Marwa Zakharia entitled “Leading from Afar: The Advantages of Running a Remote Workforce.”

3) News on how we are looking to grow the AssetBook team!

For more news from AssetBook, read the full September Pulse Report here.

Category: AssetBook NewsOctober 6, 2021

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The Latest News From AssetBook

AssetBook and Wealthbox Team Up to Enhance Advisor Experience

AssetBook Enhances Portfolio Reporting for Financial Advisors

AssetBook Releases Pulse Platform Third Generation Portfolio Management and Accounting Platform

Inside Information: Bob Veres on Pulse by AssetBook