AssetBook - INSART

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AssetBook

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About

AssetBook equips Advisors with robust portfolio accounting software, attractive client reporting and experienced technology consulting at an affordable price. We are a true business partner to your firm. This sort of relationship is unique in our industry.AssetBook has a very basic mission we are proud to offer to our clients: We make your life easier,save you time, and help you sleep better at night.

Contacts

https://www.assetbook.com/

sales@assetbook.com

https://www.linkedin.com/company/assetbook/

https://twitter.com/AssetBook/

Products / Services

AssetBook Platform:

Powerful Analysis & Performance Reporting
Compatible with Major Custodians
Configurable & Branded Client Portal
Dedicated Support Team
Streamline Operations
Fee Billing Service
API & Integrations

Core Services:

Data Management
On-Demand Support
Workflow Automation

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 20

Partnership: 0

BlazePortfolio

Rebalancing, Risk Profiling, TAMP, Trading

Blaze Portfolio provides trade order management and portfolio rebalancing for investment professionals. Our Software-as-a-Service (SaaS) platform empowers clients with scalable...

Integrations: 3

Partnership: 0

Ebix

Annuities, CRM, Life Insurance, Risk Profiling, TAMP

Ebix is a leading international supplier of on-demand infrastructure exchanges to the insurance, financial, and healthcare industries. In the Insurance...

Integrations: 1

Partnership: 0

Morningstar TRX

Analytics, Portfolio Reporting, Rebalancing, Tax Planning, Trading

Morningstar Total Rebalance Expert (tRx) helps financial advisors streamline their business through efficient rebalancing and portfolio management.

Integrations: 23

Partnership: 0

RedBlack

Investment Research, Rebalancing, Trading

RedBlack is the independent market leader in investment management solutions for rebalancing, trading, order management, trade compliance and FIX integration....

Integrations: 79

Partnership: 0

Redtail Technology

CRM

Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation...

Integrations: 53

Partnership: 0

MoneyGuide | Envestnet

Financial Planning, Investment Research, Portfolio Management, Portfolio Reporting, Retirement Planning, Risk Profiling, TAMP, Tax Planning

MoneyGuidePro Financial Planning Software has been selected seven years in a row by the Financial Planning Magazine Technology Survey as...

Integrations: 25

Partnership: 0

HiddenLevers

Analytics, Investment Research, Portfolio Management, Portfolio Reporting, Proposal Generation, Risk Profiling, TAMP

HiddenLevers is the premier portfolio stress testing solution for both portfolio managers and financial advisors everywhere. Advisors use the correlations...

Integrations: 24

Partnership: 0

AdvisorPeak

Rebalancing, Trading

Designed to meet the real-world needs that advisors and institutions face, AdvisorPeak is the product of years of in-depth research...

Partnership

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