Reviews written by GTaylor523
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AssetBook is the best web based portfolio product availible
1 of 1 people found the following review helpfulI am very demanding and Rob Major and his team has risen to the challenge. Creating a program/website/service that is affordable and works. It is also very time efficient.
Even better, he is improving the product He listens to advisors and makes change are needed and requested
George L Taylor, CFP
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