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.