Webinars With Industry Experts

A Low-Cost Portfolio Reporting Solution For Independent Advisors

Portfolio reporting is a major headache and expense for new advisory firms and smaller shops. Is there an easy-to-use, low-cost portfolio management system?

AssetBook CEO Rob Major claims that AssetBook provides an answer, and the company has received positive reviews from its users on Advisors4Advisors.

At this webinar, Major will demo AssetBook, a web-based PMS solution that incorporates a service bureau and is offered at a value price. The session will focus on:

  • AssetBook learning curve and training resources
  • Integrations with other advisor apps
  • Why AssetBook is a good choice for breakaway brokers, IARs, and RIAs

Major has spent his career working directly with advisors, both in-house and as a technology consultant. He was a co-founder of Portfolio 2000 and has provided time-saving automation solutions to financial advisors since 1992.

Questions?

How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

  • Differentiate you from competitors
  • Expose clients and prospects to your brand message more frequently
  • Build an ongoing relationship with customers
  • Increase your follows and fans on social media
  • Drive more prospects to your website
  • Help convert prospects into leads
  • Increase number of pages indexed in Google
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Seeing is Believing.

See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.

 

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