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AssetBook Pulse
What AssetBook Pulse is
AssetBook Pulse is a web-based portfolio management and reporting system for financial advisors, wealth managers and advisory firms. It covers multiple asset classes and alternatives, with performance, allocation, risk and tax-lot analysis. Advisors can create customizable portfolio, tax and asset-allocation reports and share information through a client portal and document center. Clients can view current portfolio values and access or store documents such as quarterly reports. Custom investment classifications support allocation monitoring across up to four levels. Pulse automates fee billing, and AssetBook says most firms complete the process in an hour or less. Cash monitoring alerts users to portfolio shortages or overages. Tax management tracks realized and unrealized gains and losses to individual lots. An open API supports connections, while listed partners include Fidelity, Pershing, Charles Schwab, Interactive Brokers, Redtail, MoneyGuide Pro and WealthBox. Data is encrypted at rest and in transit by default. Client support, onboarding and partner integration assistance are provided at no additional cost. Pricing is tailored and available on request.
Who it suits
Pulse is intended for financial advisors, wealth managers and advisory firms managing portfolios across multiple asset classes or alternatives. It also suits teams that need client reporting, fee billing and lot-level tax tracking.
What it does well
- Performance, allocation, risk and tax-lot reporting
- Custom classifications support four allocation levels
- Automated fee billing and cash alerts
- Client portal stores values and documents
- Open API and listed custodian integrations
What to know first
- Pricing is tailored and not listed
- Web platform is the only listed platform
- Most firms' billing process still requires completion
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Pulse | Price is tailored to your needs | On request |
As assetbook.com lists them, read 11 Oct 2026. The maker's own page has the final word.
Verdict
AssetBook Pulse combines portfolio analysis, reporting, billing, cash monitoring and tax-lot tracking in a web system. Its client portal, integrations and support services are geared toward advisory practices.
Facts from AssetBook Pulse's own pages
- Allocation analysis
- Yes · assetbook.com, 20 Sept 2026
- Allocation monitoring
- Pulse supports custom investment classifications and allocation monitoring with up to four levels of classification and reporting. · assetbook.com, 11 Oct 2026
- Asset allocation
- It supports custom investment classifications and allocation monitoring across up to four levels. · assetbook.com, 11 Oct 2026
- Asset class coverage
- multi_asset_alternatives · assetbook.com, 20 Sept 2026
- Cash management
- Pulse monitors client portfolio cash and alerts users to shortages or overages. · assetbook.com, 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, 11 Oct 2026
- Company history
- AssetBook says it was founded in 2007 by Rob Major and Ken Park. · assetbook.com, 11 Oct 2026
- Compliance
- The company describes Valian's in-app chat as fully archived and SEC-compliant. · assetbook.com, 11 Oct 2026
- Fee billing
- Pulse automates fee billing, and AssetBook says most firms complete the process in an hour or less. · assetbook.com, 11 Oct 2026
- Founded
- AssetBook says it was founded in 2007 by Rob Major and Ken Park. · assetbook.com, 11 Oct 2026
- Headquarters
- AssetBook lists its mailing address in Bear, Delaware. · assetbook.com, 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, 11 Oct 2026
- Intended users
- AssetBook describes Pulse as portfolio management software for wealth managers, advisory firms and financial advisors. · assetbook.com, 11 Oct 2026
- Performance reporting
- Yes · assetbook.com, 20 Sept 2026
- Pricing
- AssetBook says Pulse pricing is tailored to the customer's needs and directs prospective customers to request a demo. · assetbook.com, 11 Oct 2026
- Product
- Pulse is a portfolio management and reporting system for financial advisors, built with an open API. · assetbook.com, 11 Oct 2026
- Purpose
- AssetBook says its mission is to help advisors address portfolio management, reporting, and business metric challenges. · assetbook.com, 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, 11 Oct 2026
- Risk analysis
- Yes · assetbook.com, 20 Sept 2026
- Security
- AssetBook says data is encrypted at rest and in transit by default. · assetbook.com, 11 Oct 2026
- Support
- AssetBook says client support, including onboarding and partner integration assistance, is provided at no additional cost. · assetbook.com, 11 Oct 2026
- Tax-lot tracking
- Yes · assetbook.com, 20 Sept 2026
- Tax management
- Its tax management feature helps track realized and unrealized gains and losses down to individual lots. · assetbook.com, 11 Oct 2026
Where AssetBook Pulse stands on Freedom251
- Portfolio Management Software#74 of 81