Review Detail
Overall rating
4.6
Company
5.0
Technology Support
4.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
3.0
Fixed Income
4.0
Tax Lot Accounting
5.0
Trading
5.0
Integrations
4.0
Security
5.0
Hosting
5.0
Pricing
5.0
Great System for the Money
100% recommend
User Review
The Good
Assetbook is a great system, that I would 100% recommend. We have moved to a paperless office and a web based system was a must. Assetbook delivers on this in a big way.
The Bad
The one main draw back in the canned reporting. The nice thing is Assetbook is very good to work with in getting what you need.
The Bottom Line
When we moved to an RIA firm from the brokerage world, we shopped just about every system out there. We planned our move for over a year and wanted to be as prepared as possible (ie, we spent alot of time kicking tires). We have been very happy with our choice, especially with the integration with other systems (Redtail, etc).
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