By AssetBook

PO Box 232

McHenry , MD 21541

assetbook.com

Contact

Missy Simmons

sales@assetbook.com

(301) 387-3238 ext. 151

About

AssetBook is the premier Software as a Service (SaaS) portfolio management system for investment advisors. AssetBook provides advisors with a combination of web based software and personalized service. The result is a flexible, dynamic portfolio management and reporting platform. Traditionally many advisors spend as much as 80% of their time maintaining their portfolio management systems. AssetBook does the work for advisors. Your business is to manage your clients' investments and relationships. AssetBook's business is to manage and organize advisor's client data and provide easy to use reports that help advisors manage their clients and relationships. Anyone can begin using AssetBook immediately, without in-depth training. Since it is browser-based, simply go online, log in, enter a password, and access client data at your fingertips. AssetBook was developed by a team of specialists with decades of practical hands-on experience on both the client side and software development side of the industry. AssetBook was created using asp.NET technology on the Microsoft platform, so you can trust it will easily integrate with other Microsoft and industry applications. If you want the industry's most powerful portfolio accounting tool created just for independent advisors, contact AssetBook today or fill out the form to the right. Your clients will appreciate it. You spend thousands of dollars on software licensing and database administration each year to capture data. AssetBook lets you harness all that data and leverage it to get just the information you want. AssetBook captures data from your custodians, then automatically provides useful "overviews" that show you at a glance key metrics that help you stay abreast of every account. The AssetBook Data Administrators maintain the data on your behalf. First, we'll bring in your account data with a one-time implementation. AssetBook has decades of experience with system implementation and data conversion, having worked with every leading accounting system in the industry. Once your data is reconciled and online on our secure servers, we will help you set up customized lists and screens that display the information you want, choosing the elements of information and the order they appear.