AssetBook

Name: AssetBook
Address: 125 Rickey Blvd; Unit 453, Bear, DE, 19701, US
Telephone: +18442378573

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from AssetBook, Software Company, 125 Rickey Blvd; Unit 453, Bear, DE.

10/23/2023

Implementing the right tools as part of a comprehensive portfolio management platform helps your team:

✅Save valuable time
✅Automate repetitive tasks
✅Reduce error
✅Streamline your daily operations

Learn more about streamlining here: https://www.assetbook.com/streamlining-operations-how-to-simplify-reporting-and-data-management/

10/20/2023

POLL: What's the most rewarding part of being a ?

❤️ Making a Difference
🤗 Building Lasting Relationships
😮 Being a Part of A Dynamic and Ever-Evolving Field
👍 Financial Security and Personal Growth
Other (tell us below!)

10/18/2023

Success isn't just about individual achievement; it's about teamwork and collaboration.

When we work together towards a common goal, we create a powerful force that can overcome any obstacle.

10/17/2023

We made Pulse completely customizable. Pick the features you need, leave behind what you don’t.

https://lp.assetbook.com/portfolio-management

10/12/2023

As we enter Q4 of 2023 and reflect on the year, one thing is clear - AI is here to stay.

At AssetBook, we work to amplify the fundamental facet of human nature and our need for social interaction. Our technology helps advisors give their clients the personal touch they are looking for when working with their finances.

Learn more about how we’re helping advisors stand out against : https://www.assetbook.com/how-financial-advisors-compete-with-ai/

10/11/2023

It's not just about personal achievements or accumulating wealth, but about positively impacting the lives of others while finding joy in our own journey.

10/10/2023

There are many reasons why advisors and their clients love Assetbook:

💜 Intuitive User Experience
💜 Superior Client Service
💜 Client Reporting & Servicing
💜 Customizable Investment Classifications

See for yourself. Book a with us here: https://calendly.com/assetbook-sales

10/06/2023

Meet AssetBook partner: intelliflo redblack

intelliflo redblack widens access to financial advice through leading technology, using open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help our customers thrive and grow. Used by over 30,000 advisors nationwide, intelliflo office, intelliflo redblack and intelliflo managed provides world-leading advisory platforms that drive growth and bring success to advisors.

Learn more:
https://www.intelliflo.com/us

10/04/2023

In a competitive financial landscape, staying ahead of the curve is essential.

But you also shouldn’t have to spend valuable time trying to master the very technology that’s supposed to save you time.

Learn more about how to streamline your operations and better serve your clients.

https://www.assetbook.com/tech-to-improve-efficiency-and-scalability-for-advisors/

10/02/2023

Are you confident that your practices are up to date and in compliance with the SEC's current rules?

Download our cybersecurity guide to learn how to assess your risks, implement policies and procedures, and ensure that you are adequately disclosing your practices to clients. Protect your business and your clients now.

https://lp.assetbook.com/stay-ahead-of-cybersecurity

09/29/2023

Did you see that the 2024 T3/Inside Information Survey came out last week? This is your chance to provide input on today's technology landscape.

Submit your feedback today! https://www.surveymonkey.com/r/HNG6XFK

09/28/2023

We're honored to be selected as a Think Advisor LUMINARIES Award finalist in the Fintech/TAMP Platform category!

The ThinkAdvisor LUMINARIES Awards honor individuals and firms who are changing the investment advisory industry where it matters most.

Best of luck to all the finalists! https://www.thinkadvisor.com/2023/09/12/luminaries-2023-finalists-financial-investment-innovation-firms-group-2/

Address

125 Rickey Blvd; Unit 453
Bear, DE
19701

Telephone

+18442378573

Website

https://www.assetbook.com/

Alerts

Be the first to know and let us send you an email when AssetBook posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to AssetBook:

Shortcuts

Want your business to be the top-listed Computer & Electronics Service in Bear?