We develop innovative portfolio management & engagement software for modern advisors focused on custom secure solutions.
Joined October 2010
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436 Photos and videos
23 Dec 2024
🎄✨ Holiday Hours Update 🎄✨
In the spirit of the season, we will be closing early on Tuesday December 24th at 1pm EST. We will be back and ready to serve you again at 9am EST Thursday, December 26th. Wishing you a joyful holiday filled with peace, love, and happiness🎁💫
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30 Aug 2024
In observance of the Labor Day holiday AssetBook will be closed Monday September 2, 2024. We will resume normal business hours on Tuesday September 3, 2024. Wishing you a relaxing and enjoyable Labor Day!
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27 Aug 2024
Our CEO @MarwaZakharia is honored to be selected as a finalist for CEO of the year at the 2024 #Wealthies Awards Ceremony next week in New York City. We look forward to seeing all of the finalists. Will you be attending? Leave a comment below so we can connect ⬇
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2 Aug 2024
We couldn't agree more with Simone. Without risk, there is no reward! What has been your favorite Olympic sport to watch this week? Let us know below ⬇ 🏊♂️🤸♂️🏅🏀
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24 Jul 2024
Solving problems advisors face is our passion. We're driven to make our clients' businesses run smoothly and efficiently.
#AssetBook #WisdomWednesday
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3 Jul 2024
AssetBook will be closed beginning today at 3pm EST thru Thursday, July 4, in observance of Independence Day. We will return to normal business hours on Friday July 5, 2024. Wishing you a day filled with fireworks, fun, and unforgettable memories! Happy 4th of July! 🎇
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28 Jun 2024
We made Pulse completely customizable. Pick the features you need, leave behind what you don’t. Check it out ⬇
assetbook.com/portfolio-mana…
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18 Jun 2024
AssetBook will be closed tomorrow, June 19, 2024, in observance of Juneteenth. We resume normal business hours Thursday June 20, 2024. Join us in celebrating this holiday by honoring freedom, resilience, and the fight for equality.
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4 Jun 2024
We are honored that our CEO @MarwaZakharia has been nominated for CEO of the year for technology providers by #wealthmanagement. Good luck to all of the finalists ✨
linkedin.com/feed/update/urn…
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AssetBook retweeted
4 Jun 2024
Finalists of the 2024 Wealth Management Industry Awards 🏆
Over 1000 nominations were submitted and the results are in! Did you and/or your company make the list of finalists?
Click here to find out > informaconnect.com/wealth-ma…
#wealthmanagementindustryawards #wealthies
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29 May 2024
🛑Stop wasting time on spreadsheets 🛑 No tech degree needed to use Pulse by AssetBook. We make it simple to guide your clients by providing a holistic financial picture that captivates, informs and keeps your day beating strong.
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24 May 2024
AssetBook will be closed on Monday, May 27, 2024 in observance of the Memorial Day holiday. We pause to honor the brave men and women who gave their all for our freedom. We will resume normal business hours on Tuesday, May 28, 2024.
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20 May 2024
The key to success is simple: be the best. When you focus on delivering the highest quality products or services, you create a niche for yourself that no one else can fill. This is what we strive towards at AssetBook.
#BeTheBest #StandOut #SuccessTips
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23 Apr 2024
For advisors, more technology isn’t necessarily always the efficiency and growth driver it promises to be.
Fast-growing #RIA firms don't need the unnecessary bells and whistles of all-in-one platforms, nor the matching price tag.
Learn more here: assetbook.com/tech-to-improv…
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17 Apr 2024
Success isn't just about individual achievement; it's about teamwork and collaboration.
When we work together towards a common goal, we create a powerful force that can overcome any obstacle.
#WednesdayWisdom
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10 Apr 2024
There are many reasons why advisors and their clients love AssetBook:
💜 Intuitive User Experience
💜 Superior Client Service
💜 Client Reporting & Servicing
💜 Customizable Investment Classifications
See for yourself. Book a #demo now: calendly.com/assetbook-sales
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3 Apr 2024
Our CEO @MarwaZakharia is attending Wealth Management EDGE 2024, featuring Inside ETFs , WealthStack & RIA Edge, May 13-16 at The Diplomat Beach Resort, Hollywood, FL! Register & use code EDGE2024ATD to save 10%: app.ingo.me/q/wmaph
#WMEDGE #InsideETFs #WealthStack #RIAEdge
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28 Mar 2024
AssetBook will be closed Friday March 29, 2024 for Good Friday. We will resume regular business hours on Monday April 1, 2024. We hope you enjoy the long holiday weekend 😁
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