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  • AssetBook works with CRM, Trading/Rebalancing, Financial Planning, Aggregation, and Custodian Platforms. We understand that every advisory firm operates differently and we strive to provide a broad range of independent solutions.


    Key Features of RADAR

    The Bigger Picture

    Personalized instrument panels for Client Performance, Asset Allocation, Cash Management and Tax Considerations. These dashboards are designed by you to display your client’s complete picture on screen… without printing a single report.


    RADAR Dashboard View

    Instant Analysis
    Power at the Click of a Mouse

    On screen performance calculated on the fly for households, accounts, positions, and groups for any dates and multiple date ranges. RADAR’s performance tool set is a highly graphical and dynamic way to view clients’ TWR and IRR, along with on-demand benchmark comparisons including blended benchmarks.

    Preview of household performance view in RADAR


    Deluxe Reports
    Tailored to Your Business

    Our reports are detailed and informative so they will convey the numbers professionally. They are also flexible so that you can incorporate your own branding with colorful and attractive design templates. Charts and graph colors can be modified to compliment your logo and web presence.

    RADAR View of Custom Reports

    Cloud Based
    Accessible and Secure

    RADAR is a powerful SaaS portfolio management system. Access your system wherever and whenever you need it. The days of being locked down to one desktop are over. You can have as many individual username and logins as your firm needs at no extra charge.

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