AssetBook
Portfolio management and reporting software advisors actually want to use
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.
| Best for | wealth managers and firms |
| Website | assetbook.com |
Company facts
| Social profiles | LinkedIn, X, Facebook |
Facilities and features
- 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
Strengths and trade-offs
- The product offers seamless integrations with CRM and trading software via open APIs.
- The product automates the entire billing process in one hour or less.
Appears in
How AssetBook ranks
#6 in Best wealth management software
How the score is made up: Evidence on its own site 20; How complete its published information is 16; Fit to this ranking's criteria 40; Buying information on its own site 8.
“Learn why AssetBook is becoming the top choice for wealth managers and firms.”AssetBook, own website
Alternatives to AssetBook
 PreciseFPAI-enabled data gathering built for financial advisors | #1 in Best wealth management software | 98.0 |
 NitrogenEngage clients, win business, and retain fearless investors | #2 in Best wealth management software | 90.0 |
 eMoney AdvisorEverything you need for every stage of advice. | #3 in Best wealth management software | 88.0 |
 Asset-MapHolistic planning across life stages in one powerful visual platform | #4 in Best wealth management software | 86.0 |
 AddeparTransform wealth operations with data and native AI | #5 in Best wealth management software | 84.0 |
 EnvestnetAdaptive WealthTech platform for advisors | #7 in Best wealth management software | 84.0 |
Questions about AssetBook
Who is AssetBook best for?
AssetBook is best for wealth managers and firms.
Where does AssetBook rank?
AssetBook is ranked #6 in Best wealth management software (Lister Score 84.0).
What are the best alternatives to AssetBook?
The closest alternatives on Lister are PreciseFP (#1 in Best wealth management software), Nitrogen (#2 in Best wealth management software) and eMoney Advisor (#3 in Best wealth management software).
Is this your company?
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