Portfolio Management Software Advisors Actually Want to Use
Access all the data and integrations you need to make the best decisions for your clients and business in one sleek, customizable platform.
Pulse
The Heartbeat of Your Business
Our comprehensive portfolio management platform will help you save time, deliver personalized financial experiences, captivate your clients, and build a thriving business.
Take control
Powerful Portfolio Monitoring & Management Tools
Take control with hyper-customization and asset classification capabilities.
Pulse empowers you to implement comprehensive financial plans that ensure each client’s goals and objectives are considered. With the ability to set up asset classifications, views of investment by performance, and integrations, you have the power to manage your client’s investments in a way that is personalized to their needs.
Provide Informed Advice
Robust Reporting and Client Servicing
Provide informed advice with precise data at your fingertips.
Pulse provides all of the information you need to help you provide quick and accurate answers to your client’s questions about their portfolio. With views of investment performance, tax considerations, asset allocations, holdings by account and household, and more, it has never been easier to keep your clients informed.
Customized Billing
Billing Done Your Way
With our experienced and meticulous team, billing is a breeze.
Our robust fee billing solution enables you to quickly and easily customize client fee schedules and settings. And with our experienced team executing precise calculations on your behalf according to the billing cycles you prefer—monthly, quarterly, semi-annually, or annually—getting paid just got a lot easier with AssetBook.
Your tech, your terms
Access to Powerful Integrations
Your business is just that—yours.
We believe that you should have full control over the technology that powers your business. We provide a consultative approach and make it simple to connect the platforms that work best for you and your clients-including custodial partners, CRM, trading, rebalancing, risk analysis, and more.
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Pulse Is Becoming A Top Choice For Advisors
Powerful While Purposeful
Intuitive UX/UI
Lightning-Fast
Always Accurate
Beautifully Designed
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