Assetbook Pricing, Features & More 2025

What is Assetbook?

Assetbook - the game-changing portfolio management software for advisors. Featuring a interface, our platform allows effortless performance tracking, client asset management, and insightful reporting, all backed by exceptional customer support. Elevate your financial advisory services with seamless integration and enhance your client experience with Assetbook.

Assetbook Pricing

To get a customized quote

Company Details

Company Name : Assetbook

Visit Website

Key Features of Assetbook

Portfolio Management
Performance Reporting
Client Portal
Billing And Invoicing
Compliance Tracking
Document Management
Trade Order Management
Risk Management
CRM Integration
Data Import/export
Customizable Dashboards
Mobile Access
Fee Management
Account Aggregation
Tax Management
Rebalancing
Client Communication
Analytics And Reporting
Multi Currency Support
User Permissions
Performance Management
Cash Management
Performance Metrics
Compliance Management
Income Statements
Forecasting
Billing & Invoicing
Consolidation / Roll Up
Analytics
Accounting Management
Profit / Loss Statement
Client Management
Benchmarking
Customer Engagement
Data Import / Export
Data Warehousing
What If Scenarios
Modeling & Simulation
Compliance Reporting
Bonds / Stocks
Portfolio Rebalancing
For Investment Advisors
For Investors & Traders
Portfolio Accounting
Technical Analysis
Wash Sale Detection

Specifications

Run On Mobile Browser : Yes

Available Support : Email

Languages Available : English

Talk To An Advisor

Assetbook Categories on SaasCounter

From Confused to Confident Assetbook

Get expert assistance in your software evaluation journey

Assetbook FAQ's

What are the top 5 features of Assetbook?

The top 5 features of Assetbook include:

Portfolio Management
Performance Reporting
Client Portal
Billing And Invoicing
Compliance Tracking

What type of customer support does Assetbook offer?

Assetbook supports a variety of platforms including: Email.

What types of businesses does Assetbook serve?

Assetbook serves a wide range of businesses including StartUps, SMBs, Mid-Market, Enterprises.

Who are the primary competitors of Assetbook?

The top three competitors of Assetbook are Macroaxis, TeamWox and MProfit for Accounting. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

What languages does the Assetbook support?

Assetbook is available exclusively in English, providing a streamlined experience for English-speaking users.

Assetbook

What is Assetbook?

Assetbook Pricing

Company Details

Key Features of Assetbook

Specifications

Alternatives of Assetbook

Macroaxis

TeamWox

MProfit for Accounti...

Prospero 365

XStocks

Origin

Buxfer

Bullfinch Wealth Man...