Review Detail
Overall rating
5.0
Company
5.0
Technology Support
5.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
5.0
Fixed Income
5.0
Tax Lot Accounting
5.0
Trading
5.0
Integrations
5.0
Security
5.0
Hosting
5.0
Pricing
5.0
GREAT product, GREAT support, could do a rebal report that no one else could
Highly recommend. In the world of portfolio management software, AssetBook is a welcome and much needed choice. We didn't want resident based software. BD was too expensive. AND these guys were the first that could really help us with a rebalancing tool to segregate our long-term portfolio...very powerful.
User Review
The Good
Affordable, excellent SaaS port mgt system. Integrates with Salesforce and MoneyguidePro. The key to choosing this system for PFSI was that it could do a rebal report that no one else could - specifically blocking certain investments in certain accounts to not include in the global rebal (we wanted to exclude the short term and medium term funds from the rebal and just rebalance the long-term portfolio). Rob and his team have provided amazing support. VERY happy with our choice.
The Bad
The last piece we need is a link to CashEdge for our held-aways and that's in the works. Then we'll have all the integrations we need for our suite of tools (AssetBook, Salesforce, Netdocuments, MoneyGuidePro). Very happy. And AssetBook's web portal is great....need a few more report choices there but a great way to give your clients dynamic info through your web site.
The Bottom Line
Very happy. Great tool. Affordable. Excellent reporting. Great Service.
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