Say Hello To Customizable Portfolio Management
At AssetBook, we offer a portfolio management solution tailored to the personalized needs of financial professionals. We give you the power to choose your tech on your terms.
Why AssetBook?
Holistic Portfolio Management
An expansive interface that doesn't require a tech degree to use - yet still provides you comprehensive asset allocation, customizable investment models, tax management, dynamic reporting, and powerful partnerships.
Hyper-Customizable Fee Billing
Customizable to your firm's needs, accurate, and most importantly SEC-compliant. With AssetBook you get a personal billing specialist who does the work for you to make sure you are paid quickly, and billing is done accurately. From custom billing reports to ready-to-upload files to your custodian, we have you covered.
Advisor Focused
An advisor's work is never done - so neither is ours. The Pulse platform has been built to give financial advisors the power to customize their tech stack on their terms, driving adoption and engagement. Our team ensures platform performance keeps up with your growth. And support is never more than a click or call away.
Client Engagement Portal
Ready to impress your clients with a modern, personalized client engagement portal? Valian by AssetBook, features SEC-compliant chat, views of advisor managed and unmanaged accounts, document sharing and real time notifications. Valian is the only financial app your clients need.
Comprehensive, customizable, and precise
Don't Settle for Subpar Software
Pulse
Pulse is a comprehensive portfolio management solution that offers financial advisors the transparency they need to monitor and manage investment holdings in their clients’ accounts. While providing accuracy they need to monitor asset allocation, tax management, fee billing, and reporting.
Valian
Available with the Pulse platform, Valian is elevating the client experience within Wealth Management. A first-of-its-kind client engagement portal that offers in-app SEC-compliant chat, consolidated views of managed and unmanaged accounts, and top-notch data and security capabilities.
Our Partners
We Love Our Clients
AssetBook has the most innovative and well-thought-out portfolio management system we’ve ever experienced. It has a clean, crisp look and the client dashboard will be a real asset when we are on the phone with clients. AssetBook has dramatically increased both our efficiency and our profitability.
Rick AdkinsArkansas Financial Group 
AssetBook was the perfect fit for our Independent Broker-Dealer and mid-level Registered Investment advisory firm. They had the support needed for our firm size. They had the tools that would allow us to function more efficiently, and to top it off, the reporting features available through AssetBook are fantastic. Our clients will ultimately benefit from the reports.
Julianne SmithSecure Planning
Assetbook continues to prove its loyalty to the advisors they serve by constantly listening to our needs and innovating. We’ve never felt like a number amongst the masses. Like us, they are scrappy and get things done.
Patti BrennanKey Financial
You guys are so good at getting back to me. Thank you so much! My reports have been uploaded. And I can get back to work.
Steve SmithRightPath Investments
Your Tech, Your Terms
We partner with you to design a tech stack that works for your firm, on your terms.
See for Yourself Why More Advisors and Firms are Choosing AssetBook
We respond within 48 hours
Our dedicated support team is here for you, whether you need guidance, platform support, or information about our comprehensive portfolio management solution.