Assetbook

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

Assetbook
Setting The Record Straight: We’ve Never Intended To Kill AssetBook Classic edit
Tuesday, October 01, 2013 13:40

Tags: Portfolio Management Software

In a review recently published here on A4A, an advisor using our portfolio management application and services said something that needs to be corrected. And that's why I have written this post.

 
For the record: We’ve never intended to kill AssetBook Classic.
 
I can’t imagine who gave you the incorrect information, why published it in your review. It’s untrue. Read more...
 
Convert To AssetBook From dbCAMS For Free edit
Tuesday, August 07, 2012 13:50

AssetBook, a Web-based portfolio management system (PMS), has converted many RIAs to its platform from dbCAMS. We're so sure we can smoothly convert your database that we'll do it for free!*

  

When you sign a one-year contract with AssetBook, you get a free conversion of all your client data, no matter how many years of data you might have.  That's right, free no matter how many transactions, clients and accounts!

Read more...
 
Call For Another Uniform Performance Standard Misses The Point: Returns Are Usually Not The Best Measure Of Success For Advisor Clients edit
Friday, May 25, 2012 15:51

AssetBook, which I founded 10 years ago, provides performance reporting for about 200 RIAs, but I can count on one hand the number of firms publishing their performance numbers.  Why? Because they are not selling performance.

 

Earlier this week, two well-known industry firms proposed creating a new performance reporting standard for financial advisors. The proposal was from BrightScope and The Spaulding Group.

 

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