AssetBook
Financial Software · Maryland, United States · 11-50 Employees
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Overview
Headquarters
PO Box 34140, Bethesda, Maryland, 20827,...Phone Number
(301) 387-3238Website
www.assetbook.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
2
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About AssetBook
AssetBook consolidates your data to provide clients a comprehensive and meaningful financial picture within a simple yet powerful custom solution. AssetBook is powered by a skilled and tenured staff that collectively has over 320 years of experience in the financial services industry. AssetBook's highly-regarded technology and their "full team ahead" approach have received favorable comments from industry influentials and financial professionals who use the AssetBook platform to better serve their clients.Explore more
AssetBook Org Chart
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2020
Debt
$150K
AssetBook Tech Stack
A closer look at the technologies used by AssetBook
AssetBook News & Media
Pontera and AssetBook Announce Integration to Help Advisors Comprehensively Manage the Retirement Saver’s Full Portfolio
NEW YORK--(BUSINESS WIRE)-- #401k--AssetBook, a SaaS-based portfolio monitoring and reporting solution, today announced its partnership with fintech company Pontera to help financial advisors holistically manage their client’s full portfolio. Pontera enables advisors to employ cohesive rebalancing and tax strategies across their 401(k)s, 403(b)s and more. Now with this integration, advisors will be able to view, monitor, report and bill on held-away assets in AssetBook’s Pulse Platform to ultimaAssetBook Unveils First-of-Its-Kind Client Engagement App
Veteran portfolio management software provider sets new industry standard for advisors seeking to deliver a next-level client experience (PRWeb September 19, 2022) Read the full story at https://www.prweb.com/releases/assetbook_unveils_first_of_its_kind_client_engagement_app/prweb18904276.htmAssetBook and Wealthbox Team Up to Enhance Advisor Experience
Financial professionals can now seamlessly incorporate data from Wealthbox into the Pulse by AssetBook platformAssetBook Enhances Portfolio Reporting for Financial Advisors
BALTIMORE, Aug. 10, 2020 /PRNewswire/ -- AssetBook announced the release today of Pulse by AssetBook, containing enhanced features for portfolio monitoring and reporting. AssetBook continues to develop innovative portfolio management solutions for wealth advisors, leveraging years of...
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AssetBook consolidates your data to provide clients a comprehensive and meaningful financial picture within a simple yet powerful custom solution. AssetBook is powered by a skilled and tenured staff that collectively has over 320 years of experience in the financial services industry. AssetBook's highly-regarded technology and their "full team ahea... Read More
