Portfolio Management and Reporting Software - AssetBook
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Services for Financial Advisors and RIAs. Our redesigned trading platform earned a spot on the 2013 InformationWeek 500 list of top innovations. With just one click, you can see how low commissions and fees can turn into more savings opportunities for you and your clients. Services for Financial Advisors and RIAs. Support for the Independent Financial Advisor. Investment Advisor Software and Tools.
The Future-Proof Financial Technology Platform. From applications to APIs, our modular and scalable cloud infrastructure lets wealth managers easily build custom solutions for both customers and their advisors. Our APIs are building blocks that let financial institutions.
The premier technology directory for the financial services industry. com offers powerful tools and an extensive directory of premium providers of software and technology solutions for corporations and advisors in the financial services industry.
Generate proposals that include risk tolerance capture and fee attribution, to help satisfy heightened regulatory demands. Create a Digital Risk Officer to monitor accounts drifting from risk bands, and flag bad actor advisors fund managers.
Financial Planning Software, Personal Finance Software, and Investment Software for Do-It-Yourself Investors, and Financial Advisors. How to Buy Investment Software. New Financial Planner Starter Kit. Professional Investment Portfolio Building Kit. The overall themes are .
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AssetBook, LLC
Park, Ken
1550 Deep Creek Drive, #D
Mc Henry, MD, 21541
US
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Portfolio Management and Reporting Software - AssetBookDESCRIPTION
Cloud based software and personalized service. AssetBook offers an all inclusive approach.PARSED CONTENT
The web site assetbook.com states the following, "1550 Deep Creek Drive Suite BCD McHenry, MD 21541." I saw that the website said " Advanced, Cloud Based Advisory Software." They also said " Our 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. Custom Client Billing and Agent Services. Consulting, Support, and Data Reconciliation. We love Rob and appreciate how attentive he has been to our needs. Kristina Bolhouse, Vice President of. George Taylor, CEO of." The meta header had Portfolio Management Software for Registered Investment Advisors as the first optimized keyword. This keyword is followed by Financial Management Software, Financial Software, and Registered Investment Advisors which isn't as important as Portfolio Management Software for Registered Investment Advisors. The other words assetbook.com used was RADAR. AssetBook is included but could not be viewed by search crawlers.SEE SIMILAR WEBSITES
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