Expertise
- Software as a Service
- Software
- Software Development
- Financial Adviser
- Wealth Advisor
- Wealth Management
- Financial software
- RIA
- Investment Planning
- Financial planning,
- software companies
- Investment Advice
- asset allocation
- Asset Finance
- Portfolio Management
- portfolio finance
- Portfolio reporting
- Compliance
- Billing System
- Client engagement
- Client advisor
- Client Management
- crm
- Trading Portal
- Account Aggregation
Summary
We provide innovative portfolio management & client engagement software for financial advisors and wealth managers seeking modern, secure solutions.
Experience
-
AssetBook
CEO
- Current
