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After tortoise-like beginnings, AssetBook is now on-the-hop in portfolio management software

Rob Major takes what he learned in building Techfi to make AssetBook a functional, no-frills system

Author Heather Underwood May 25, 2011 at 1:51 PM
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Rob Major: If you have 200 reports that do everything but cook you breakfast in the morning, you have a system that is unaffordable for 80% of the advisors that are out there.

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Mentioned in this article:

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally

Redtail Technology
CRM Software
Top Executive: Brian McLaughlin

Morningstar, Inc.
TAMP
Top Executive: Joe Mansueto

Envestnet | Tamarac
Portfolio Management System, CRM Software, Trading/Rebalancing
Top Executive: Stuart DePina




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