AssetBook Article in Advisors4Advisors

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-

 

 

January 26, 2012 10:20 AM by Tracy Park | Comments (0) | Permalink

AssetBook can now get TradePMR data through Advisor Exchange.

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.

January 12, 2012 12:03 PM by Missy Simmons | Comments (0) | Permalink

AssetBook Updates and Enhancements for Social Media

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

August 1, 2011 10:05 AM by Missy Simmons | Comments (0) | Permalink

AssetBook Recieves Reviews

Check out the most recent article from RIABIZ.com reviewing the TD Ameritrade National Conference

This article mentions AssetBook as one of the high traffic areas at the 2011 TD Ameritrade National Conference in San Diego, CA.  This conference was held on February 2-4, 2011. This is just the tip of the Iceberg for AssetBook as we are hoping to have many more reviews like this throughout the next year on our products and services. Based on conversations with Rob Major this particular conference was one of the most productive and largest lead generating conferences we have attended thus far. However we are planning attending many more through out the year we can only hope that the rest are as productive and meaningful as the TD Ameritrade Conference was for us.

http://www.riabiz.com/a/5495004

February 8, 2011 9:48 AM by Missy Simmons | Comments (0) | Permalink

AssetBook YouTube Vidoes

AssetBook Interview Featuring Rob Major and Andy Gluck

Check out Rob's Interview with Andy Gluck featuring AssetBook's History, System Details and Intergration Plans for AssetBook in 2011. This detailed interview will share a lot of information that current clients and future clients are interested in learning more about. If you have any questions please feel free to contact us at info@assetbook.com.

You can find videos of the interview on our website here.


November 30, 2010 1:28 PM by Missy Simmons | Comments (0) | Permalink

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