ASSETBOOK

assetbook-logo

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 RIAs 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.

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ASSETBOOK

Social Links:

Industry:
Advice Management Information Systems Personalization SaaS Software

Founded:
2006-01-01

Address:
Mchenry, Maryland, United States

Country:
United States

Website Url:
http://www.assetbook.com

Total Employee:
11+

Status:
Active

Contact:
8442378573

Email Addresses:
[email protected]

Technology used in webpage:
Apple Mobile Web Clips Icon LetsEncrypt Amazon HSTS IPv6 Person Schema Facebook Sharer Gravatar Profiles Apple Mobile Web App Capable Cloudflare CDN


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Current Employees Featured

rob-major_image

Rob Major
Rob Major Founder @ AssetBook
Founder
2006-05-01

not_available_image

Marwa Zakharia
Marwa Zakharia CEO @ AssetBook
CEO

ken-park_image

Ken Park
Ken Park Founder and Software Engineer @ AssetBook
Founder and Software Engineer
2017-02-01

Founder


ken-park_image

Ken Park

rob-major_image

Rob Major

Official Site Inspections

http://www.assetbook.com Semrush global rank: 3.66 M Semrush visits lastest month: 3.42 K

  • Host name: 104.209.169.125
  • IP address: 104.209.169.125
  • Location: Boydton United States
  • Latitude: 36.6534
  • Longitude: -78.375
  • Metro Code: 560
  • Timezone: America/New_York
  • Postal: 23917

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