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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 [...]
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United States of America, 1550 Deep Creek Dr, McHenry, Maryland 21541
Description:

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.