AssetBook
Portfolio management and reporting software advisors actually want to use
Ranked #6 in Best wealth management software.
AssetBook provides a robust portfolio monitoring and reporting system for the financial industry. It helps firms save time while delivering precise reports to demonstrate value.
At a glance
| Best for | wealth managers and firms |
From AssetBook's own website.
Company facts
| Social profiles | LinkedIn, X, Facebook |
Facilities and features
Its website also mentions:
- Integrations
- GDPR
What stands out
The product offers seamless integrations with CRM and trading software via open APIs.
“CRM, trading and rebalancing, financial planning, and aggregation open APIs”AssetBook, own website
The product automates the entire billing process in one hour or less.
“Getting you paid accurately and on time is a top priority and the”AssetBook, own website
How it ranks
AssetBook is ranked 6th of 10 in Best wealth management software (Lister Score 84.0).
#6 in Best wealth management software · Lister Score 84.0
Offers seamless integrations with CRM and trading software via open APIs.
How the score is made up: fit to this ranking's criteria 40; evidence on its own site 20; how complete its published information is 16; buying information on its own site 8.
“Learn why AssetBook is becoming the top choice for wealth managers and firms.”AssetBook, own website
| Rank | Best wealth management software | Score |
|---|---|---|
| 1 | PreciseFP | 98.0 |
| 2 | Nitrogen | 90.0 |
| 3 | eMoney Advisor | 88.0 |
| 4 | Asset-Map | 86.0 |
| 5 | Addepar | 84.0 |
| 6 | AssetBook | 84.0 |
| 7 | Envestnet | 84.0 |
| 8 | Blueleaf | 80.0 |
| 9 | Orion Advisor Solutions | 80.0 |
| 10 | SS&C Advent | 76.0 |
Frequently asked questions
How does AssetBook rank on Lister?
AssetBook is ranked 6th of 10 in Best wealth management software (Lister Score 84.0).