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Wealth Utilities

AdvisorBook

Investment data and analytics to power advisor success.

"AdvisorBook is a comprehensive investment data and analytics platform designed to empower financial advisors with robust tools for portfolio construction, performance analysis, and client reporting. It enables RIAs to gain deeper insights into investment strategies, optimize asset allocation, and deliver enhanced value to their clients. Firms use AdvisorBook to streamline investment management processes and improve client outcomes."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #0 in Wealth Utilities
Validated Adoption
0 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Portfolio performance reporting
Client data aggregation
Customizable dashboards
Risk analytics
Investment data visualization

Primary Use Cases

Portfolio performance analysis and reporting
Investment due diligence and research
Client communication and reporting on investment strategy

Agentic Intelligence Briefing

"AdvisorBook delivers data-driven insights to RIAs, enabling better investment decisions and enhanced client engagement."

Real-time Forensic Synthesis

Competitive Strengths

Comprehensive investment data and analytics
Focus on investment management workflows
Potentially customizable dashboards and reports

Adoption Hazards

Lack of publicly available pricing information makes ROI assessment difficult
Website and marketing materials could be more specific about features and benefits
UK focus might limit applicability for US-based RIAs without clear international capabilities

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs seeking advanced data and analytics solutions
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Morningstar Direct
2FactSet
3YCharts

Value Proposition

"AdvisorBook offers a focused investment data and analytics solution that could streamline your investment management processes and enhance client communication, though pricing transparency needs improvement."

Vendor Dossier

AdvisorBook logoA
AdvisorBook
adviserbook.co.uk
Corporate Portal

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