Review Detail
Overall rating
4.8
Company
5.0
Technology Support
5.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
4.0
Fixed Income
5.0
Tax Lot Accounting
5.0
Trading
3.0
Integrations
5.0
Security
5.0
Hosting
5.0
Pricing
5.0
Product and staff that understands the independent RIA needs!
I have invested some of my clients assets in AssetBook and know that Rob Major and his staff will provide a handsome return for them since I know and trust Rob to provide the quality service that independent RIA's are looking for, which will make AssetBook a leader in it's field.
User Review
The Good
As a former user of dbCams and Portfolio 2000 I have had interaction with Rob Major and can't say enough about his professionalism and dedication to serving the independent RIA community. The AssetBook system has been a perfect match for our needs. Our clients have been very happy with the Client Access Portal. Reconciliation has been key in our relationship with AssetBook, previously reconciliation with Portfolio 2000 was cumbersome, tedius, and time consuming. AssetBook should be considered the standard for independent RIA's.
The Bad
Haven't been able to find the bad since using AssetBook since 2008
The Bottom Line
Highly recommend AssetBook for it's user friendliness, support, price, reconciliation, and staff.
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