AssetBook is redefining web-based portfolio management with ever-expanding flexibility and always with advisors in mind. A versatile package of value-priced features gives wealth advisors extraordinary power to monitor accounts and communicate with clients. This, along with an ongoing commitment to superior service, is what makes AssetBook an industry leader.

Their Portfolio Management Software is developed and backed with industry leading knowledge and experience. Get the results and the view you need to control your client assets. Process and collect client receivables in a fraction of the time with complete accuracy and peace of mind. Their modules are designed to optimize your business workflow and save you time. Discover new opportunities and get recommendations from the best in the business. Our 100+ year combined experience team can transform your workflow with advanced solutions.

  • Portfolio Management & Monitoring
  • Performance Reporting
  • Rebalancing & Trading
  • Cash Management
  • Tax Management and Planning
  • Asset Allocation Monitoring and Compliance
  • Fee Billing
  • Client Reporting & Servicing


125 Rickey Blvd, Unit 453, 

Bear, DE ,19701

Phone: +1 844-237-8573