The AssetBook Blog

Conversion of B to A Shares Cost Basis Implications.pdf (356.58 kb)

Opening CSV Files Containing Leading Zeros in Excel.pdf (1.06 mb)

Rob Major, President and CEO of AssetBook, LLC. http://www.assetbook.com/ talks about updates underway to their portfolio acounting system and discusses the benefits of hiring a back office portfolio service bureau. Filmed at the Technology Tools for Today (T3) conference in Dallas TX February 17, 2012.

Check out the video here http://www.youtube.com/watch?v=dcw_MWeSki4&feature=youtu.be

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-