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Articles tagged "AssetBook"


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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

January 8, 2013 at 6:31 PM

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

December 13, 2012 at 4:58 AM

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

March 12, 2012 at 3:09 AM

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

May 25, 2011 at 1:51 PM

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

February 7, 2011 at 3:05 PM

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

March 16, 2010 at 5:10 AM

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