Asset Book
Portfolio Management
active
McHenry, USA
Community Ratings
Active Users
Former Users
Overall Rating
3.8
(3 ratings)Active: 3Former: 0
Features
2.1
(4 ratings)Active: 4Former: 0
Reliability
4.6
(3 ratings)Active: 3Former: 0
Performance
2.0
(4 ratings)Active: 4Former: 0
Security
1.9
(4 ratings)Active: 4Former: 0
Value for Money
2.2
(4 ratings)Active: 4Former: 0
Customer Service
2.1
(4 ratings)Active: 4Former: 0
Ease of Use
2.1
(4 ratings)Active: 4Former: 0
Integrations
2.1
(4 ratings)Active: 4Former: 0
Total Active Reviews: 3Total Former Reviews: 0
About Asset Book
Asset Book is a portfolio management software designed for financial advisors to manage client investments efficiently.
Pricing
This vendor doesn't list public pricing information.
Contact for PricingCategories
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Industry Focus
Financial Services
Key Features
Portfolio tracking
client reporting
performance analysis
billing management
Pros
User-friendly interface
comprehensive reporting
excellent customer support
Cons
Limited integrations
occasional performance issues