Next-Level Portfolio Management Solutions
With smarter workflows, seamless integrations, and customization options unlike any you’ve seen before, AssetBook’s portfolio management capabilities help you save time, make more informed decisions, and demonstrate your full value to clients.
Our Features
Powerful Asset Allocation
Pulse’s asset allocation monitoring gives you what you need to ensure your allocations are carefully managed, including up to four levels of customized classifications and reporting. With AssetBook, you can trust your client’s unique objectives, benchmarks, and asset allocation guidelines, and short- and long-term investment goals are always front and center.
Customizable Wealth Monitoring
Set alerts to notify you when there is a shortage or overage of cash in your client portfolios, and better manage unrealized and realized gains and losses right down to the individual lots, through features like custom views of client, household, firm accounts, and investment modeling down to class and security.
Seamless Custodial and Partner Integrations
With the ability to integrate with a wide range of custodial and platform partners, AssetBook gives you the power to choose what technology works best for your business. With performance and risk data intuitively layered throughout our platform, you always have easy access to the information you need to support your clients.
What Are You Waiting For?
The time to make a move to a smarter, more comprehensive portfolio management solution is now. Talk to our team to learn how we can help simplify the transition process and put you on a path toward success.