Review Detail
Overall rating
4.8
Company
5.0
Technology Support
5.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
5.0
Fixed Income
4.0
Tax Lot Accounting
4.0
Trading
4.0
Integrations
5.0
Security
5.0
Hosting
5.0
Pricing
5.0
AssetBook is the best web based portfolio product availible
I am very demanding and Rob Major and his team has risen to the challenge. Creating a program/website/service that is affordable and works. It is also very time efficient.
Even better, he is improving the product He listens to advisors and makes change are needed and requested
George L Taylor, CFP
User Review
The Good
We have $300 million under management. Assetbook converted our TechFi data easily For the first time in 10 years no more downloads everyday. !! We are using the trading module which has been very helpful especially in saving time. Staff is very helpfull
The Bottom Line
Perfect for small and big advisor A must have for the serious investment advisor
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