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 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

NAPFA Connections November 3-5 @ The Boston Sheraton Hotel

AssetBook will be apart of the "Software Integration within your Office" Panel on November 3rd from 11:30am-1:20pmET.

Featured Technology during this panel will be Portfolio Management, Financial Planning, CRM and Aggregration Solutions. The Featured companies will be AssetBook, MoneyGuide Pro, Redtail and ByAllAccounts. CEO of AssetBook Rob Major will be speaking at this panel on the behalf of AssetBook and Portfolio Management, if you have time come check us and our intergration partners out. We look forward to seeing you there!

 

November 1, 2010 10:33 AM by Missy Simmons | Comments (0) | Permalink

Missy and Sarah at the NAPFA National

May 27, 2010 10:24 AM by Sarah Shute | Comments (0) | Permalink

AssetBook to Exhibit at NAPFA New Perspective Conference

AssetBook will be exhibiting at NAPFA's New Perspectives conference, November 10-13, 2009 in Orlando, FL.  The conference, hosted by NAPFA's Northeast/Mid-Atlantic Region, will be held at Marriott World Centre Hotel in Orlando.  If you will be attending, please come by our booth and say Hello.

For more info on the conference, click this link https://www.napfa.org/conferences/conference.asp?CONFERENCE_ID=116

October 16, 2009 1:56 PM by Rob Major | Comments (0) | Permalink

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