Vendor
AssetBook
AssetBook provides a robust portfolio monitoring and reporting system designed for financial advisors. Their platform, Pulse, enhances client engagement through interactive performance reporting and user-friendly dashboards.
Grand Rapids, US
Official websiteSector footprint
One company, every side of the market
WealthThis site
AssetBook
AssetBook provides a robust portfolio monitoring and reporting system designed for financial advisors. Their platform, Pulse, enhances client engagement through interactive performance reporting and user-friendly dashboards.
Capability matrix
| Capability | AssetBook |
|---|---|
| Performance Reporting | ● |
| Portfolio Management | ● |
Parent organization
AssetBook
Founded
2007
Scale
1 sector presence