AssetBook is a leading portfolio management and reporting software solutions provider based in Oakland, MD. Their innovative Pulse platform offers financial advisors a comprehensive view of client assets, empowering them to deliver precise portfolio reporting and demonstrate their value to clients. With customizable investment classifications, seamless integrations, and superior customer service, AssetBook is dedicated to helping advisors streamline operations, win more business, and increase assets under management.
Valian, their industry-leading client engagement app, provides a unique and immersive experience for clients, allowing them to access portfolio performance and tax consideration information, transfer files, and upload documents with ease. With a focus on transparency and an intuitive user experience, AssetBook has earned the trust and loyalty of advisors and their clients alike, making them a preferred choice in the financial industry.
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