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
“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.