Major Technology Resources

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. Generated from the website

AssetBook, based in Mc Henry, MD, offers an advanced portfolio management and reporting software solution known as Pulse. Their platform is designed to enhance the client experience with intuitive tools for streamlining reporting, data management, and providing transparent insights to financial advisors. Combining superior customer service with robust performance reporting and seamless integration capabilities, AssetBook aims to facilitate the growth of financial services firms. The company's innovative solutions, including customizable dashboards and investment classifications, help advisors effectively demonstrate their value and optimize their operations. Generated from the website

IdoSoft, established in 1990, delivers innovative inventory control and point-of-sale software solutions for independent businesses across the USA and Canada. With a commitment to customer satisfaction and leveraging the latest Windows programming technology, IdoSoft aims to enhance profitability for its users through comprehensive tools and a proven service history. The company partners with industry leaders like Orgill Inc. and House-Hasson, focusing on tailor-made services for hardware stores, home centers, and various retail sectors. IdoSoft also provides seamless credit card processing integration and advanced POS terminal solutions with an emphasis on security and flexibility, ensuring that merchants can offer their customers the payment options they expect. Generated from the website