sponsored by:

AssetBook, Inc.

Company info:

1550 Deep Creek Drive Suite BCD
McHenry, MD

Related listings:

Endowment Wealth Management, Inc.
filed under: ETF Manager, RIA Serving Endowments/Foundations, RIA Welcoming Breakaways

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

Fox Point Programs, Inc.
filed under: Insurance

Blue Chip Financial Public Relations, Inc.
filed under: Public Relations Firm

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

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

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

Bedford and Main Financial Consulting, Inc.
filed under: Consulting Firm

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

A&S Global Management Consulting, Inc.
filed under: Conference, Consulting Firm, Other

Fiduciary Consulting Group, Inc.
filed under: Consulting Firm, Compliance Expert, 401k Plan Consultant

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

Deerfield Financial Advisors, Inc.
filed under: Advisory Firm

ActiFi, Inc.
filed under: Consulting Firm

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

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

AssetBook, Inc.
filed under: Portfolio Management System, Financial Planning Software, CRM Software

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

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

If you are the owner of this listing, you can edit the contents and billing information. First, we have to verify via email that you are the owner: