AssetBook

Company info:

Top Executive: Rob Major
http://www.assetbook.com/newsite/
301-387-3238
1550 Deep Creek Dr. Ste. B,C,D
McHenry, MD 21541

Q&A:

AssetBook is a leading provider of web-based portfolio management and reporting software. AssetBook is in the business of creating efficiency in financial advisory firms, through its user-friendly software, personalized service and value pricing.

AssetBook gives advisors all of the information they need to be readily informed and intelligent about every client and account they are managing. This valuable information is also available online for your clients, in our included Client Access Portal.

AssetBook recognizes that every firm is unique and that advisors demand the Highest Level of Service. Our commitment to you is to satisfy your individual portfolio management needs.

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