AssetBook provides advisors with a combination of web based software and personalized service. The result is a flexible, dynamic portfolio management and reporting platform. AssetBook is the complete software as a Service for advisors looking to minimize their administrative demands and maximize their client interaction.

Portfolio Management System, Performance Reporting, Outsourced Data Administration, CRM Integration, Financial Planning, Data Aggregation, Trading Platforms

11-50

301.387.3238

1550 Deep Creek Drive Suite BCD, McHenry, MD, 21541