sponsored by:


Browse:Search by name:Search by company type:
AssetBook, Inc.


Company info:

http://www.assetbook.com
1.301.387.3238
1550 Deep Creek Drive Suite BCD
McHenry, MD 21541

Related listings:

ActiFi, Inc.
filed under: Consulting Firm

AssetBook
filed under: Performance Reporting, Portfolio Management System, Third Party Administrator

B-Ready Outsourcing Solutions, Inc.
filed under: Outsourcer

Cantella & Co., Inc.
filed under: RIA Seeking to Hire Advisors, RIA Serving Other RIAs, RIA-Friendly Broker-Dealer

ETFreplay.com, Inc.
filed under: Consulting Firm, Manager Research

Financial Computer Services, Inc.
filed under: Consulting Firm, RIA Welcoming Breakaways, Tech: Other

InCap Group, Inc.
filed under: Mergers and Acquisition Firm

Swan Wealth Advisors
filed under: Asset Manager for RIAs, Mutual Fund, Separate Account Manager

i-Impact Group, Inc.
filed under: Public Relations Firm, Marketing Firm, Consulting Firm

iTEKSTAFF, Inc.
filed under: Consulting Firm, Outsourcer, Performance Reporting, Tech: Other, Trading/Rebalancing


Related articles:

Ethan Eden: The business model is sustainable. It's a much larger opportunity than to simply charge advisors.

Market76's young Ivy League founder is threading a business-model needle and extending his mother's legacy
Over 2,000 advisors were added in nine months and the free software is looking like it's worth more than what you pay for it

Rob Major: It's a real simple thing. It comes down to price.

Half-financed by RIAs, AssetBook rolls out 'Radar' to put big RIAs in its range
The previously down-market software firm says it can do anything Black Diamond can -- at 50% of the price

James Carney: The cost of [paying] us versus what they get [in revenues] is a rounding error.

ByAllAccounts doubled advisory assets aggregated to $400 billion in 2011
New partners like Redtail Technology, Envestnet and AssetBook helped pave the way

Rob Major: If you have 200 reports that do everything but cook you breakfast in the morning, you have a system that is unaffordable for 80% of the advisors that are out there.

After tortoise-like beginnings, AssetBook is now on-the-hop in portfolio management software
Rob Major takes what he learned in building Techfi to make AssetBook a functional, no-frills system

Colin Powell mentioned RIAs by name in his speech, showing a familiarity with the business that's has been uncommon among outsiders.

TD Ameritrade's conference gives rise to 9 reasons for optimism about the RIA business
The industry is advancing across a wide swath; one sign is TD's self-assessment

Charles Huebner: You can see it in their eyes. They say: You can tell what it is like to take the risk.

Two senior UBS brokers pass on retirement to pursue aggressive breakaway plan
Huebner and Jagger are winding up, not down with multi-faceted growth strategy


Closed ArrowEdit this listing