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Location Head Office

1550 Deep Creek Drive, Suite BCD,
McHenry
MD
US

Telephone

13013873238

Contact

Kaelin McGill
[email protected]

AssetBook

AssetBook is the premier Software as a Service (SaaS) portfolio management system for investment advisors. AssetBook provides advisors with a combination of web based software and personalized service. The result is a flexible, dynamic portfolio management and reporting platform.