Are you using all of RADAR’s superpowers? Join AssetBook’s team of heroes at the 2016 PowerUp Conference and become a Power User!
Be the Hero Your Firm Needs
No radioactive waste or spider bites required!
PowerUp will help users familiarize themselves with features they may not be using and receive best practice advice to improve operational efficiency. PowerUp provides a great way to receive hands-on tips and techniques. Not just from our team but other advisors that use the system every day.
FTP is an acronym for File Transfer Protocol. As the name suggests, FTP is used to transfer files between computers on a network. You can use FTP to exchange files between computer accounts, transfer files between an account and a desktop computer, or access online software archives. This is a secure way to upload and download documents between you and AssetBook.
Why should I use it?
We use this site to exchange confidential information with you including uploading daily account maintenance files, client billing files, SEC audit results, etc. Maybe you have a support request where we need to look at certain account numbers. We recommend that you do not send account numbers in an insecure email. You can upload a spreadsheet to the FTP site with those account numbers.
To access the FTP site on a Mac use the “Command + K” function. This will open the FTP site and allow you to access or download the files. However, to upload files to the FTP site via a Mac you must install software such as Filezilla or Cyberduck.
What are my username and password?
Your username and password will be assigned to you once you have access to your database. A member of our team will relay this information to you once it is available.
For detailed instructions download our whitepaper by clicking below:
Classic Users are really just experiencing the tip of the Iceberg.
RADAR adds form and function for firms that adopt it.
Some of Radar’s most used features include:
State of the Art Client Portal and two-way document sharing
To learn more about the benefits of migrating to RADAR contact a member of our sales team today. Or join us for our annual Power Up Conference in August and see what current RADAR advisors are buzzing about.
We’d like to take a minute to share with you the new features that have been added to InvestorView the past few months. We’ll also talk about what we’re working on next.
Advisors & Clients have the ability to define, track and manage Goals within InvestorView. Goals can be created as “% Complete” (track a goal against a target value) or “Checklist” (where you define a list of items for completion). Goals can also be linked to your managed assets (portfolio market value or contributions/withdrawals) for auto-tracking of its completion %!
New menubar link for Goals (can be enabled from your Configuration Settings)
Admin / Advisor Goals page (shows Goals across all Clients)
Easy UI to view and manage Goals (Advisor / Client accessible)
Visible within the Review (Advisor accessible)
Net Worth Reporting:
We’re already providing dynamic, interactive reporting on the managed wealth side of the house so it made sense to add support for outside held assets AND liabilities (through our Mint.com integration as well as manually entered values) and generate a Net Worth Statement.
New Net Worth Headline (can be enabled from your Configuration Settings)
New Net Worth Statement (available in Statement Center under the “Past” time period selector)
Ability for Advisors / Clients to manually enter Assets and Liabilities (from the Headline or Statement)
InvestorView Document Center – New UI Uplift:
New with this release is a ‘freshened up’ user interface for the Document Center. Given the tremendous popularity of the InvestorView Document Center, we felt it was important to help users find and view their documents easier. So we’ve added two new ways of looking at documents within the Document Center:
Grid View (card-like way to view files)
Tree View (folder structure based on file Categories)
In addition to the new views, the standard list view has an enhanced detail view that provides a cleaner interface.
We’ve also added Messages to Documents (optional; can be enabled in your Configuration Settings) that allow Advisors & Clients to post short Messages regarding documents. These messages can help users (both Advisors & Clients) understand a bit more about the files or provide context to their contents and importance.
Get rid of the sticky notes. Now within the application, you can quickly create reminders for you and for your clients. While you’re right there within the Portal, you can now create a reminder for yourself (“Remind me tomorrow that I need to call Fred Smith”) or create a client-facing reminder (“Remind Fred that he needs to bring his signed forms with him to the meeting on Friday”) that helps remind a client of an important task.
Reminder UI (Advisor / Admin ) that shows reminders across all Clients
Households – Admin UI Uplift:
Managing Households is a central administrative activity within the application. Households are the way to group portfolios for your Clients to view and we’ve made the administration of that easier with a new UI designed to simplify the creation and management. Here are a few of the highlights:
New UI that helps Admins understand the details around a Household
Support multiple Advisors for a Household
Better auditing with “Last Viewed” (internal/external) tracking
We’re always dedicating time to make things easier. Here are some new features across the entire platform:
Links – ability to add outside web “links” for Clients (Administrators manage the Links; visible from a “Links” menubar item)
New Data Fields (Positions) – SMA Account, SMA Acct Description, SMA Asset Class, SMA Sector Code
New Social/Branding Field – YouTube Channel
Numerous UI fixes/cleanup for table exports, sorting and styling
Coming this Summer
We’re already at work on our next release. Here’s what’s coming:
Touchpoints (Email Summaries that you can send to Clients)
All of us at AssetBook want to wish Candy a long and happy retirement.
Candy and Rob first started working together in 1991 at Financial Computer Support in Oakland, MD. Since then, they’ve worked together in numerous capacities including her latest position as Reconciliation Coordinator.
Her experience and good nature has made her a valuable contributor and resource to our company.
AssetBook will be conducting a quarterly webinar where Rob Major, CEO will discuss recent development, company updates and give you some tips on best practices for the upcoming quarter end. We hope to see you there!
Click Here to Register(This webinar has already happened! Be on the look out for upcoming webinars right here on the AssetBook Blog!)
After registering, you will receive a confirmation email containing information about joining the webinar.
If you have any problems registering, please contact Sarah Mattingly at