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....
You'll be emailed a discount coupon for $30 off the CFP® Ethics Class after signing up for A4A's $60 quarterly membership, featuring Fritz Meyer, Bob Keebler, and Craig Israelsen.