AssetBook is the complete portfolio management system for investment advisors looking to minimize their administrative demands and maximize their client interaction. AssetBook is the premier Portfolio Management software as a service designed specifically for investment advisors. AssetBook provides advisors with an industry-leading combination of web-based software and personalized service including Portfolio Accounting, Reporting, Trading, and Client Access. Request more information at or call AssetBook at 301.387.3238. 

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