🎉 Happy New Year! 🎉 AssetBook will be closing at 4:00 PM EST today, December 31, 2024, and we will resume normal business hours on Thursday, January 2, 2025. As we close the chapter on 2024, we want to take a moment to express our gratitude to our amazing clients and partners. Your trust and collaboration have been key to our success, and we're truly excited for what the new year holds. 2025 promises new opportunities, growth, and continued success – and we’re thrilled to embark on this journey with you by our side. Wishing you and your team a year full of health, prosperity, and all the success you deserve. Here's to making this year even better than the last! 🥂 #HappyNewYear #Grateful #NewYear2025 #SuccessTogether #FinTech #AssetBook
AssetBook
Financial Services
Wilmington , DE 1,954 followers
We provide innovative portfolio management & client engagement software for advisors seeking modern, secure solutions.
About us
AssetBook consolidates your data to provide clients with a comprehensive and meaningful financial picture within a simple yet powerful custom solution.
- Website
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https://www.assetbook.com/
External link for AssetBook
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Wilmington , DE
- Type
- Privately Held
- Founded
- 2006
- Specialties
- Portfolio Management System, Performance Reporting, Outsourced Data Administration, Integration with CRM, Financial Planning, Data Aggregation, and Trading Platforms, Practice Management Consulting, Software as a Service, Compliance, and Client Engagement
Locations
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Primary
Wilmington , DE, US
Employees at AssetBook
Updates
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🎄✨ Holiday Hours Update 🎄✨ In the spirit of the season, we will be closing early on Tuesday December 24th at 1:00pm EST to allow our team to enjoy some well-deserved holiday time with their loved ones. We will be back and ready to serve you again at 9:00am EST Thursday, December 26th. Wishing you all a joyful holiday filled with peace, love, and happiness. Thank you for your continued support, and we look forward to connecting with you in the new year! 🎁💫 #HappyHolidays #SeasonsGreetings #HolidayHours
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We are excited to be heading to the Market Counsel Summit next week in Las Vegas! 🎉This is always a fantastic opportunity to connect with industry leaders, share insights, and engage in powerful dialogue. We are looking forward to seeing many of our clients, partners, and peers at the event! If you’re attending, drop us a line so we can connect. See you in Las Vegas! ✨ #MSUM24 #LasVegas #FinTech
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This Thanksgiving, we reflect on the year and express our gratitude. We are thankful for our dedicated team and our supportive clients and partners. Wishing everyone a joyful Thanksgiving filled with peace and happiness! AssetBook will be closed on Thursday the 28th and will have limited hours (9am-1pm EST) on Friday the 29th. We will resume normal business hours Monday December 2, 2024. Happy Thanksgiving 🦃 #Thanksgiving #Gratitude #Teamwork #Thankful
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We've made Pulse fully customizable. Choose the features you want and leave out the ones you don't need. https://lnkd.in/gdZaj_QF
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AssetBook CEO Marwa Zakharia will be attending RIA Edge West 2024 next week. Drop us a comment if you will be there ⬇️
Chief Executive Officer @ AssetBook | Transformative Leader | 2023 Ten to Watch, 2024 CEO Of The Year Finalist, WealthManagement.com
I'm attending RIA Edge West 2024, taking place on October 7-9 at Ritz-Carlton, Marina del Rey, CA! Will I see you there? Register now to join me: https://lnkd.in/etyMbJtp #RIAEdgeWest RIA Edge (Part of Wealth Management EDGE)
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As we navigate our careers and personal lives, it's easy to get caught up in the daily grind and lose sight of our dreams. But remember: every great achievement starts with a dream! What actions are you taking towards your goals and dreams this week? #WednesdayWisdom
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AssetBook is headed to sunny California next week 🌴✈ Catch up with CEO Marwa Zakharia and CTO Miguel Zakharia at #FutureProof. Will you be there? Let us know so we can connect!