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On the recordRead 11 Oct 202623 facts
AssetBook Pulse
AssetBook Pulse · Bear, Delaware · founded 2007
Plans and prices
Pulse
Priced on request
Price is tailored to your needs
Read 11 Oct 2026 · assetbook.com
On the record
- Allocation analysis
- Yesassetbook.com · read 20 Sep 2026
- Allocation monitoring
- Pulse supports custom investment classifications and allocation monitoring with up to four levels of classification and reporting.assetbook.com · read 11 Oct 2026
- Asset allocation
- It supports custom investment classifications and allocation monitoring across up to four levels.assetbook.com · read 11 Oct 2026
- Asset class coverage
- multi_asset_alternativesassetbook.com · read 20 Sep 2026
- Cash management
- Pulse monitors client portfolio cash and alerts users to shortages or overages.assetbook.com · read 11 Oct 2026
- Client portal
- The client portal and document center give clients access to their information, and can show current portfolio values and store or send documents such as quarterly reports.assetbook.com · read 11 Oct 2026
- Company history
- AssetBook says it was founded in 2007 by Rob Major and Ken Park.assetbook.com · read 11 Oct 2026
- Compliance
- The company describes Valian's in-app chat as fully archived and SEC-compliant.assetbook.com · read 11 Oct 2026
- Fee billing
- Pulse automates fee billing, and AssetBook says most firms complete the process in an hour or less.assetbook.com · read 11 Oct 2026
- Integrations
- AssetBook lists custodian partners including Fidelity, Pershing, Charles Schwab and Interactive Brokers, and integration partners including Redtail, MoneyGuide Pro and WealthBox.assetbook.com · read 11 Oct 2026
- Intended users
- AssetBook describes Pulse as portfolio management software for wealth managers, advisory firms and financial advisors.assetbook.com · read 11 Oct 2026
- Performance reporting
- Yesassetbook.com · read 20 Sep 2026
- Pricing
- AssetBook says Pulse pricing is tailored to the customer's needs and directs prospective customers to request a demo.assetbook.com · read 11 Oct 2026
- Product
- Pulse is a portfolio management and reporting system for financial advisors, built with an open API.assetbook.com · read 11 Oct 2026
- Purpose
- AssetBook says its mission is to help advisors address portfolio management, reporting, and business metric challenges.assetbook.com · read 11 Oct 2026
- Reporting
- Pulse offers portfolio performance, tax and asset allocation reporting with customizable reports and a client portal and document center.assetbook.com · read 11 Oct 2026
- Risk analysis
- Yesassetbook.com · read 20 Sep 2026
- Security
- AssetBook says data is encrypted at rest and in transit by default.assetbook.com · read 11 Oct 2026
