The AssetBook Blog

AssetBook the Premier  Portfolio Management Software for Investment Advisors has made a recent upgrade. We have added Account Type to the list of searchable fields in the Account List. See what other features make AssetBook the premier portfolio management software available to registered investment advisors by checking out our portfolio management features page.

Andrew Gluck a veteran financial reporter and the founder and CEO of Advisor Products Inc. has reviewed the NEW AssetBook Graphical User Interface at Advisors4Advisors.com. Click the link below to see what Andrew had to say.

http://advisors4advisors.com/technology/advisor-applications/article/14798-ria-performance-reporting-solution-assetbook-gets-a-nifty-new-graphical-user-interface-

AssetBook is proud to announce that we now have clients getting their TradePMR data and other accounts through Advisor Exchange. This new break through will be profound for all TradePMR advisors looking for a more enhanced Portfolio Management System. See other benefits of AssetBook at our portfolio management features page.

Recent updates to AssetBook include,

The Industry Group field was added to the Investment List grid, beside the Objective field. It can be deselected like all the other fields.

                Fully blank pages (no header, no footer, etc.) are now suppressed in batch reports. This does not apply to Household- or Account-level reports; it is only for batch reports.

Household and Account Positions grid now includes the Moody Rating and S&P Rating fields (from the position’s parent Investment).

AdvisorVault upload functionality now includes the ability to set a delete date for the report (this is a feature of AdvisorVault that allows users to set a date upon which the document will be deleted from the AdvisorVault). See the first screenshot below for new feature.

 This feature is available from the Account, Household and Report Data Set Reports screen.  

Delete Date does not have to be set in order for reports to upload.

 AdvisorVault checkbox and date picker are enabled only for Households/Accounts for which the AdvisorVault integration is set up. For all others it is disabled (grayed out), as shown in the second screenshot below.

For more information on AssetBook's features, please visit our portfolio management software page.