Asset Book

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20294 Garrett Hwy Ste 1
Oakland, MD 21550
+1 (301) 387-3238
https://www.assetbook.com

AssetBook, based in Oakland, MD, specializes in portfolio management and reporting software solutions, particularly through their innovative Pulse Platform. Their services streamline account management, offering users features like the Holding Household, which simplifies the process of organizing new accounts without matching Tax IDs.

By enhancing the user experience, AssetBook aims to save financial advisors time and effort in managing client accounts. The company focuses on providing robust organizational tools and efficient processes to help clients maximize the effectiveness of their portfolio management practices.

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