Performance Reporting That Wows
AssetBook has evolved performance reporting into a personalized and interactive digital experience, unlike anything you or your clients have seen before.
Report on full picture
Add value by showing clients a holistic view of their financial plan
In Pulse, you can add, view and monitor held-away assets alongside those you manage, as well as those not included in a traditional investment mix, like digital currency and alternative assets. Through integration or native data reporting, Pulse helps you capture each client’s holistic wealth profile.
Be Different On Purpose
We make sure your brand is front and center
From custom reporting templates featuring the data most important to your clients, to control over how that data is displayed visually, the reporting experience in Pulse can be configured to reflect your brand needs and preferences.
Servicing & Support When You Need It
With AssetBook, independence never equals alone
Our dedicated support team is standing by to answer even the most technical questions about our platform. From setting custom tax and asset allocation settings, to navigating our comprehensive reports library, and everything in between, we’re here to help you get the answers you need.