Wealthbox + AssetBook

Modern CRM integrated with a robust portfolio monitoring and reporting system.

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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

Upcoming webinar

Turning Clean Data into Your Biggest Differentiator: Everything You Need to Know About Data Hygiene and Reconciliation

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Blog post

Wealthbox Announces Partnership with AssetBook

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Marwa Zakharia
“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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