AssetBook consolidates your data to provide clients with a comprehensive and meaningful financial picture within a simple yet powerful custom solution.
Financial Services, Software as a Service (Saas), CAD Piping Software, Software, Other
HQ Location
Wilmington , DE, US
Keywords
Portfolio Management SystemPerformance ReportingOutsourced Data AdministrationIntegration with CRMFinancial PlanningData Aggregationand Trading PlatformsPractice Management ConsultingSoftware as a ServiceCompliance