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AssetBook

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United States

Founded in

2006 (19 Years)

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Company Information

Get to know AssetBook

Founded in 2006, AssetBook is a financial technology company that delivers web-based portfolio monitoring and reporting solutions. The company's primary mission is to provide RIAs with clean, accurate, and reconciled portfolio data through its flagship software, Pulse. This platform helps financial advisors streamline their operations, improve client reporting, and make more informed decisions, ultimately aiming to free up their time to focus on client relationships and business growth.

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  • Technology Software DevelopmentPRIMARY
  • Financial Other Service

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