@AssetBook

We develop innovative portfolio management & engagement software for modern advisors focused on custom secure solutions.

 DE, USA
assetbook.com
Joined October 2010
  • Tweets1.1K
  • Following508
  • Followers705
436Media
Finalists of the 2024 Wealth Management Industry Awards 🏆 Over 1000 nominations were submitted and the results are in! Did you and/or your company make the list of finalists? Click here to find out > informaconnect.com/wealth-ma… #wealthmanagementindustryawards #wealthies
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“You must be bold. Nobody is going to advocate for you." Career Path Succession Planning: Increasing Diversity in Management C-Level Positions” is packed with info from @MarwaZakharia, @eric_j_negron, Kimberly Papedis, and @tinacpowell. Watch it here! youtu.be/OKNf-sdMbsA
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This week's weekend reading edition kicks off with news that a @Fidelity benchmarking study revealed that both small and large RIAs saw positive organic growth in 2022, helping to mitigate AUM declines resulting from weak market performance. bit.ly/4749IYs #advicers

Weekend Reading For Financial Planners (November 11-12) 2023

This weekend reading kicks off with a Fidelity study which revealed that RIAs saw positive organic growth in 2022, helping to mitigate AUM declines.

kitces.com
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One of our top engineers, @phillipcecchini, is going on 17 years strong with AssetBook today. I am so fortunate and incredibly grateful for him and the experience, dedication and energy he brings to our team daily.  lnkd.in/eggR4gWa
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Thank you, #WealthStack for getting together so many incredible industry leaders. What a great conference!
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Kicking #joltconference with @KatieABraden and Colleen Bowler #highflierclub
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AssetBook retweeted
Pontera@Pontera21 Mar 2023
Pontera and @AssetBook have teamed up to bring holistic retirement planning to even more Americans. When tools combine to make planning and management easier, individual savers benefit. See the press release at: hubs.li/Q01HFvNj0 #retirement #fintech #financialplanning
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Join us for some real talk on mentorship and sponsorship in the Plant ballroom. BONUS 1: DRINKS! BONUS 2: see the amazing phone case twins ⁦@suzsiracuse⁩ and ⁦@TerisShepherd⁩ #T32023 ⁦@t3techhub⁩ ⁦@FinTechie⁩ ⁦@marieswift⁩
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Women CEOs in FinTech @MarwaZakharia @AssetBook
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I can’t go to every session I would like to (there are just too many) but I have to show up for this group! #T32023 @MaryKateGulick @TeriShep @CarsonGroupLLC @dianacabrices @AssetBook – at Tampa, FL
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“Cost is important when considering tech, but usability is even more so. Advisors didn’t sign up to be technology experts” - on point insights from the tech panel at #msum22 @MarwaZakharia @AssetBook
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Marwa Zakharia - @MarwaZakharia CEO at @AssetBook AssetBook is currently solving for one of the biggest pain points in an advisor’s business—client communications. "Advisors need technology to run their businesses, but they did not sign up to be tech experts."
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We're proud to announce we're partnering with @AssetBook to ensure maximum efficiency in visibility and reporting 🤝
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AssetBook retweeted
NAPFA@NAPFA17 Oct 2022
Make sure to attend the Women Advisors Reception at the NAPFA Fall 2022 National Conference! Thank you to the reception sponsors, NAPFA Women's Initiative and @AssetBook
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Ep. 160: September WealthTech News Roundup @AssetBook Integrates with @TeamSoftPak's URebal Rebalancer bit.ly/3y54GLV @TheRudinGroup @ManishKhatta @UrsBolt
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Congratulations on the new product launch @MarwaZakharia and @AssetBook . wealthmanagement.com/technol…

AssetBook Launches Valian Communications App

Valian complements the firm's established Pulse portfolio management and reporting platform.

wealthmanagement.com
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Portfolio monitoring and reporting software @AssetBook has launched a new client-engagement application Valian wealthmanagement.com/technol…
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Replying to @MarwaZakharia
@MarwaZakharia talks about how she influences her team. #excell
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AssetBook retweeted
FP Alpha@_FPAlpha1 May 2022
Reason #4 to attend #T32022, it has one of the best parties in town!🥳 Join us for the infamous Fintech party sponsored by @orionadvisor and @AssetBook! @MarwaZakharia, @FinTechie, @marieswift
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Flying off the shelves🪁 #InTheSuite 1st Episode | Season 3 #MSUM21 @HDelux @MarketCounsel 🎧 podcasts.apple.com/us/podcas… @AaronKlein @DynastyFP @craigiskowitz @sspotswoodrfg @FinTechie @AlarisACQ @RobbWBaldwin @AdvisorEngine @MarwaZakharia @Integrated4FAs @ryanshanks #FinTwit
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