AssetBook Updates

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AssetBook Updates

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.

January 30, 2012 11:22 AM by Tracy Park | Comments (0) | Permalink

AssetBook Updates and Enhancements for Social MediaAssetBook on Social Media If you haven't been following AssetBook on Facebook, Twitter or Linked ...AssetBook recent updates to the live server.AssetBook recent updates to the live server. § Added a Pri...AssetBook UpdatesHousehold and Account Positions grid now includes the Moody Rating and S&P Rating fields (from t...

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