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
I can't say enough great things about asset book! The software and people are wonderful!
We'd like to offer a heartfelt thank you to Rob Major and the greats folks at Asset Book.
User Review
The Good
We love the 100% web-based system that is built the way we as advisors think. The pricing is fair, the service is wonderful, and people behind the software are persons of integrity and are committed to the advisors they service.
The Bad
none
The Bottom Line
Don't even think of going anywhere else for a portfolio management system. If you have discovered assetbook you should consider yourself lucky.
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