The AssetBook Blog

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.

AssetBook Release Notes 2 8/22/2011

In addition to adding new codes to transaction filters, AssetBook has also added/enhanced the following features in the system:
• Two Custom lookup fields in both Accounts and Households. They appear as dropdowns on the More Detail tabs and they correspond with tables that can be populated with any data the user may want.
• Current Allocation tab located in Accounts and Households positions tab have been enhanced to include Target Allocations for models assigned at these levels. There have also been 2 check boxes added to show Percentages in Graph Labels and Show Target Allocations.
• Show Target Allocations along with showing the target Allocation at the Account or Household level the grid will now include: Target Value, Target Percentage, Variation in Value and Class Tolerance.  When the Show Target Allocation has been selected the new fields are made visible in the grid, a second graph will also be visible that shows the target allocation based on Model assignment.
o  If no model is assigned at either level, the Tolerance and Target columns will display zeros, and the target allocation graph will not be visible.
o If the model assigned at either level is a Class Model but the radio button is set to Show Investment Allocation and not Class Allocation the tolerance and target columns will display zeros, and then target allocation graph will not display. The opposite is also true if the assigned model is Investment based.
If you have any additional questions or concerns please feel free to contact your Database Administrator.

New Enhancements to AssetBook as of 8/22/11

The transaction type filter in the Activity tab of Household/Account/etc. now also filters Merger transactions. Merger (Merged) transactions now show up when filtering for Deposits and Withdrawals or Deposits, and Merger (Discarded) transactions show up when filtering for Deposits and Withdrawals or Withdrawals.

If you have any questions about anything please contact your Database Administrator for additional questions.

AssetBook on Social Media

If you haven't been following AssetBook on Facebook, Twitter or Linked it might be a good idea to start. Whether you’re a current client, past client or prospect social media is a great way to find out what is happening with the company, the system or even new sale promotions and incentives. AssetBook would also like to start highlighting our users and their experiences and achievements, so if you have great news article about your firm or a person with in firm please feel free to share those links with us. Or if you would be intersted in sending us your experiences with AssetBook please feel to share that information us at info@assetbook.com. 

AssetBook is proud to announce that the first set of Training Videos are now availble online.

To access these videos, please login to AssetBook and navigate to the Support tab.  There is a link on this tab that will steer you towards these videos that have been posted for free download on YouTube.com. If you have any questions or concerns please contact your database administrator at your convenience.