AssetBook is the Premier Portfolio
Management System for Investment Advisors.

AssetBook understands the value of integration with other industry software packages. Sharing data with other applications through our built-in web service makes it possible to interface with leading industry applications.

Financial Planning:

Dynamic Integration with leading Financial Planning Software like Money Guide Pro. Seamless Technology that automatically updates Financial Plans on demand.

CRM:

No need to enter data twice; Transfer Contact and Financial Information into Redtail, Salesforce Effortlessly.

Data Aggregation:

For Financial Planners taking a Holistic Approach, Integrate with Data Aggregators like Advisor Exchange and ByAllAccounts to automatically import accounts from more than 2000 institutions.

Asset Allocation Tools:

Integrate with leading comprehensive trading systems like
Tamarac and TradeWarrior.

Research:

Export Data from AssetBook to leading Research software
and analytical tools.

Client Portals:

Powerful Integration with Advisor Products Web Portals in addition to our Built In Client Access Portal.

Create Efficiency with Integrated Applications.

CRM
Financial Planning
Data Aggregation
Trading

Maximize Client
Relationships.

100% Web-Based Technology, with nothing to install or maintain is accessible everywhere
Unparalleled Professional Services
Powerful Client Access Portal

AssetBook gives advisors all of the information they need to be readily informed and intelligent about every client and account they are managing. This valuable information is also available online for your clients, in our included Client Access Portal.

Minimize Administrative Demands with AssetBook.

There's no need to hire extra staff. AssetBook does the work for you.

What We Do...

Download daily from multiple custodians to provide consolidated reporting
Reconcile data with expert data specialists that have your database updated by 9AM
Automate your billing and trading processess
Convert historical data, including performance and cost basis data

AssetBook recognizes that every firm is unique and that advisors demand the Highest Level of Service. Our commitment to you is to satisfy your individual portfolio management system needs.

Attend an AssetBook Webinar.

These webinars are a great way to get a quick but personal demonstration of AssetBook. You'll be able to see the system in action, as well as view sample reports, the AssetBook Client Access Portal, and see how AssetBook can help you strengthen and grow your business.

AssetBook demonstration webinars are held every weekday.

LEARN MORE

AssetBook is the Premier Portfolio Management System for Investment Advisors.