AssetBook, a SaaS-primarily based portfolio monitoring and reporting answer, nowadays introduced that they have got finished integrations with Wealthbox CRM, a modern customer courting management tool. Wealthbox facilitates monetary advisors higher manipulate workflows and patron relationships. The Pulse by using AssetBook platform offers monetary advisors and broking-dealers a custom designed answer with a dynamic but simple user interface that leaves time for what subjects most: the marketing consultant’s clients.
AssetBook strives to provide the terrific viable company and user experience to our clients and having an integration with one of the enterprise’s quickest growing CRMs enables us continue to make right on that promise.”
Marwa Zakharia, CEO
AssetBook
“We are pleased to have finished the combination with Wealthbox,” said Marwa Zakharia, CEO of AssetBook. “AssetBook strives to offer the satisfactory possible provider and user revel in to our clients and having an integration with one of the industry’s quickest growing CRMs allows us preserve to make top on that promise.”
“AssetBook gives advisors who use Wealthbox a easy and rapid manner to connect their clients’ facts throughout structures,” stated Steve Carroll, Head of Product at Wealthbox.
AssetBook consolidates your statistics to offer clients a comprehensive and meaningful monetary photo inside a easy yet effective custom answer. AssetBook is powered with the aid of a professional and tenured staff that together has over 320 years of revel in within the economic offerings industry.
AssetBook’s enormously-seemed technology and their “complete team in advance” technique have received favorable remarks from enterprise influentials and monetary specialists who use the AssetBook platform to better serve their clients.
