AssetBook Pulse

Web

Freedom report

No signalScore 5.4

AssetBook Pulse is ranked #61 of 81 in portfolio management software on Freedom251, made by AssetBook Pulse (Bear, Delaware). It runs on Web.

Compared on portfolio management software

Product: Pulse is a portfolio management and reporting system for financial advisors, built with an open API.
Reporting: Pulse offers portfolio performance, tax and asset allocation reporting with customizable reports and a client portal and document center.
Asset allocation: It supports custom investment classifications and allocation monitoring across up to four levels.
Fee billing: Pulse automates fee billing, and AssetBook says most firms complete the process in an hour or less.
Cash management: Pulse monitors client portfolio cash and alerts users to shortages or overages.
Tax management: Its tax management feature helps track realized and unrealized gains and losses down to individual lots.
Integrations: AssetBook lists custodian partners including Fidelity, Pershing, Charles Schwab and Interactive Brokers, and integration partners including Redtail, MoneyGuide Pro and WealthBox.
Security: AssetBook says data is encrypted at rest and in transit by default.
Support: AssetBook says client support, including onboarding and partner integration assistance, is provided at no additional cost.
Pricing: AssetBook says Pulse pricing is tailored to the customer's needs and directs prospective customers to request a demo.
Intended users: AssetBook describes Pulse as portfolio management software for wealth managers, advisory firms and financial advisors.
Founded: 2007
Headquarters: AssetBook lists its mailing address in Bear, Delaware.

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