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Wealth Utilities

AssetBook

Investment data and analytics platform for modern RIAs.

"AssetBook is a portfolio management and reporting platform designed for Registered Investment Advisors (RIAs). It provides tools for performance reporting, client billing, and data aggregation, helping firms streamline operations and enhance client communication."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #91 in Wealth Utilities
Validated Adoption
146 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Performance reporting and analytics
Client portal and communication tools
Portfolio modeling and rebalancing
Data aggregation and reconciliation
Customizable reporting options

Primary Use Cases

Portfolio performance analysis
Client reporting and communication
Investment strategy development

Agentic Intelligence Briefing

"AssetBook empowers RIAs with comprehensive portfolio management and analytics tools to optimize investment strategies and client communication."

Real-time Forensic Synthesis

Competitive Strengths

Comprehensive investment data aggregation
Robust analytics capabilities
Streamlined reporting

Adoption Hazards

Can be complex to initially set up
Potentially higher cost compared to simpler tools

Stack Compatibility Profile

How AssetBook integrates into institutional RIA stacks.

146 Firms Analyzed
Nitrogen Wealth
68%
Stack Correlation
Riskalyze Online
61%
Stack Correlation
NDEX
56%
Stack Correlation
Elements Financial Planning
54%
Stack Correlation
ROL
48%
Stack Correlation
Morningstar Office
34%
Stack Correlation

Product Dossier

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

Consider Also

1Black Diamond
2Albridge

Value Proposition

"AssetBook provides RIAs with the data and analytics needed to deliver superior investment outcomes and client experiences."

Audit Your RIA Stack

See how AssetBook fits into your overall tech efficiency score.

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