Level-Up Your Client Experience
From comprehensive investment management and customized reporting solutions to our industry-disrupting client-facing app, Valian, AssetBook’s platforms will help you create personalized digital financial experiences that engage, captivate, and differentiate.
Empower Clients With Capabilities They Crave
Our technology delivers more
Valian is a fully modern investor-facing solution that sets a new standard for client engagement technology. Featuring live, SEC-compliant in-app chat capabilities, consolidated views of all accounts, biometric ID, robust permissions, and more, Valian is the only financial portal your clients need.
Demonstrate Your Value Beyond Returns
Account and performance reporting has never been more comprehensive, customizable, or collaborative.
Whether delivering custom reports in Pulse or enabling clients to view and track managed and non-managed accounts together from the palm of their hand in Valian, our approach to reporting beyond returns helps you provide a holistic view of each client’s wealth profile.
Win More Business and Increase Your AUM
Engagement capabilities that help you grow
With AssetBook, it’s simple to attract, nurture, and onboard prospects when they’re ready to begin working with you. To keep client engagement high, our platforms feature a range of tools that promote two-way communication and collaboration—such as file sharing, real-time chat, shared to-do lists, and more. And with consolidated account views of assets held away, identifying opportunities for organic growth within your existing client base has never been easier.
Reset Your Expectations
With all the features you expect—and so many more you won’t want to work without, learn how Pulse and Valian set a new standard for client engagement.