Reviews written by GTaylor523

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AssetBook
Portfolio Management
 

AssetBook is the best web based portfolio product availible

1 of 1 people found the following review helpful
I 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
Overall rating: 
 
 4.8
Company:
 
 5.0
Technology Support:
 
 5.0
Reconcilliation:
 
 5.0
Financial Institution Interfaces:
 
 5.0
Reports:
 
 5.0
Fixed Income:
 
 4.0
Tax Lot Accounting:
 
 4.0
Trading:
 
 4.0
Integrations:
 
 5.0
Security:
 
 5.0
Hosting:
 
 5.0
Pricing:
 
 5.0
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GTaylor523 Reviewed by GTaylor523
December 30, 2010

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