AssetBook Portfolio Management

Hyper-Customizable Portfolio Management Solutions For Financial Advisors

Don’t settle for subpar software. AssetBook’s comprehensive and hyper-customizable platform enables you to run and grow your business strategically and build strong, meaningful relationships with your clients. Our portfolio management platform and client engagement app will help you provide holistic financial planning, captivate your clients, and build a thriving business, all while putting time back in your day.

*Open to new clients of AssetBook only

FPA Advantage

Partner with AssetBook through the FPA and receive not only an exclusive discount but, get all the benefits of our hyper-customizable platform Pulse to propel your business to the next level.

Schedule your personalized demo today and receive 40% off your first subscription term for being a FPA member here: AssetBook Portfolio Management

Benefits

Pulse: Comprehensive Portfolio Management Software

Built with an open API, our hyper-customizable portfolio management platform, Pulse, offers the transparency you need to dive into critical business metrics.

● Portfolio Management

● Performance Reporting

● Fee Billing

● Integrations

● Dedicated Support

Valian: The Future of Customer Experience Software

Available with our Pulse platform, this client engagement technology is sleeker, faster, and more functional than any CX app you’ve seen.

● In-app SEC-compliant chat

● Consolidated views of managed and unmanaged

accounts

● Top-notch data permissioning

● Biometric-based security features