Integrations /Custodians & Portfolio Management
Get started with Wealthbox + AssetBook
Modern CRM integrated with a robust portfolio monitoring and reporting system.
Integrations /Custodians & Portfolio Management
Modern CRM integrated with a robust portfolio monitoring and reporting system.
Overview
AssetBook’s mission is to help advisors solve the daily challenges they face through assessment and diagnosis of their portfolio management and reporting, and key business metrics. The integration with Wealthbox allows users to link contact records from Wealthbox to clients and households in AssetBook.
Contacts are synced between AssetBook and Wealthbox.Resources
“We are thrilled to have completed the integration with Wealthbox," said Marwa Zakharia, CEO of AssetBook. "AssetBook strives to provide the best possible service and user experience to our advisor-clients and having an integration with one of the industry's fastest growing CRMs helps us continue to make good on that promise.”
Marwa Zakharia
CEO of AssetBook
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