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AssetBook

Financial Services

Specialities :
Portfolio management system
Performance reporting
Outsourced data administration
Integration with crm
Financial planning

+6

revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50

Frequently Asked Questions About AssetBook

What does Assetbook do?+

AssetBook consolidates your data to provide clients with a comprehensive and meaningful financial picture within a simple yet powerful custom solution

What are Assetbook's specialties? +

Portfolio management system,performance reporting,outsourced data administration,integration with crm,financial planning,data aggregation,and trading platforms,practice management consulting,software as a service,compliance,and client engagement

What is Assetbook's industry? +

Assetbook operates in the Financial services industry.

What is Assetbook's revenue? +

Assetbook's revenue is 11m - 100m

What is Assetbook's company size? +

Assetbook has 11 - 50 employees.

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