Product Features:
  • Asset Management
  • Cash Management
  • Consulting Services
  • CRM
  • Data Integration
  • Performance Management
  • Reporting
1550 Deep Creek Dr, McHenry,, Maryland - MD, United States 21541
Product Information

AssetBook is redefining web-based portfolio management with ever-expanding flexibility and always with advisors in mind. A versatile package of value-priced features gives RIAs extraordinary power to monitor accounts and communicate with clients. This, along with an ongoing commitment to superior service, is what makes AssetBook an industry leader.  Many advisors use much of their time maintaining their portfolio management systems. AssetBook does the work for advisors. AssetBook is the complete software as a Service for advisors looking to minimize their administrative demands and maximize their client interaction.