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Assetbook

Assetbook

Sold by : Assetbook

What is Assetbook?

Experience the game-changing portfolio management software for advisors - Assetbook. With its user-friendly interface, easily track performance, manage client assets, and generate insightful reports. Our exceptional customer support ensures a seamless integration into your financial advisory services. Elevate your client experience with Assetbook and take your services to the next level.

Assetbook Pricing

To receive a personalized quote

Key Features of Assetbook

  • Portfolio Management
  • Performance Reporting
  • Client Portal
  • Billing And Invoicing
  • Compliance Tracking
  • Document Management
  • Trade Order Management
  • Risk Management
  • CRM Integration
  • Data Import/export
  • Customizable Dashboards
  • Mobile Access
  • Fee Management
  • Account Aggregation
  • Tax Management
  • Rebalancing
  • Client Communication
  • Analytics And Reporting
  • Multi Currency Support
  • User Permissions
  • Performance Management
  • Cash Management
  • Performance Metrics
  • Compliance Management
  • Income Statements
  • Forecasting
  • Billing & Invoicing
  • Consolidation / Roll Up
  • Analytics
  • Accounting Management
  • Profit / Loss Statement
  • Client Management
  • Benchmarking
  • Customer Engagement
  • Data Import / Export
  • Data Warehousing
  • What If Scenarios
  • Modeling & Simulation
  • Compliance Reporting
  • Bonds / Stocks
  • Portfolio Rebalancing
  • For Investment Advisors
  • For Investors & Traders
  • Portfolio Accounting
  • Technical Analysis
  • Wash Sale Detection

Specifications

Company Name icon
Company Name
Assetbook
Run On Mobile Browser icon
Run On Mobile Browser
Yes
Available Support icon
Available Support
Email
Languages Available icon
Languages Available
English

Assetbook FAQ's

The top 5 features of Assetbook include:

  • Portfolio Management
  • Performance Reporting
  • Client Portal
  • Billing And Invoicing
  • Compliance Tracking

Assetbook supports a variety of platforms including: Email.

Assetbook serves a wide range of businesses including StartUps, SMBs, Mid-Market, Enterprises.

The top three competitors of Assetbook are Macroaxis, TeamWox and MProfit for Accounting. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

Assetbook is available exclusively in English, providing a streamlined experience for English-speaking users.

Alternatives of Assetbook

Macroaxis
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TeamWox
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MProfit for Accounting
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Prospero 365
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XStocks
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Origin
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Buxfer
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Bullfinch Wealth Management
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