Solving problems advisors face is our passion. We're driven to make our clients' businesses run smoothly and efficiently. https://lnkd.in/gdZaj_QF #AssetBook #WisdomWednesday
AssetBook
Financial Services
Wilmington , DE 2,074 followers
We provide innovative portfolio management & client engagement software for advisors seeking modern, secure solutions.
About us
AssetBook consolidates your data to provide clients with a comprehensive and meaningful financial picture within a simple yet powerful custom solution.
- Website
-
https://www.assetbook.com/
External link for AssetBook
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Wilmington , DE
- Type
- Privately Held
- Founded
- 2006
- Specialties
- Portfolio Management System, Performance Reporting, Outsourced Data Administration, Integration with CRM, Financial Planning, Data Aggregation, and Trading Platforms, Practice Management Consulting, Software as a Service, Compliance, and Client Engagement
Locations
-
Primary
Get directions
Wilmington , DE, US
Employees at AssetBook
Updates
-
Why choose AssetBook? Well, we've got a few reasons. 👇 https://lnkd.in/gdZaj_QF
-
-
AssetBook will be closed beginning today at 3pm EST thru Thursday, July 4, in observance of Independence Day. We will return to normal business hours on Friday July 5, 2024. Join us as we celebrate the land of the free and the home of the brave. Wishing you a day filled with fireworks, fun, and unforgettable memories! Happy 4th of July! 🎇
-
-
We made Pulse completely customizable. Pick the features you need, leave behind what you don’t. Check it out ⬇ https://lnkd.in/gSp5WwT9
-
-
...and 59% say it is a moderate challenge according to @ Think Advisor. Learn how AssetBook's open API makes it easy to seamlessly integrate your other software, such as CRM, trading and rebalancing, financial planning and data aggregation. https://lnkd.in/gBEt8Z8w
-
-
We are honored that our CEO Marwa Zakharia has been nominated for CEO of the year for technology providers by #wealthmanagement. Good luck to all of the finalists ✨ #wealthies #wealthmanagementindustryawards #finalist
Finalists of the 2024 Wealth Management Industry Awards 🏆 Over 1000 nominations were submitted and the results are in! Did you and/or your company make the list of finalists? Click here to find out >> http://spr.ly/6041eFzjR #wealthies #wealthmanagementindustryawards #wealthmanagement
-
-
We are #hiring a new Data Reconciliation & Implementation Specialist in United States. Apply today or share this post with your network ⬇ https://lnkd.in/gD-AjcMS
-
🛑 Stop wasting time on spreadsheets 🛑 You don't need a technology degree to use Pulse by AssetBook. We make it simple for you to guide your clients by providing a holistic financial picture that captivates, informs and puts the beat (or Pulse) back in your day. https://lnkd.in/gdZaj_QF
-