Kim Slaubaugh's Contact Details

Kim Slaubaugh's Company Details

AssetBook LLC

Bear, DE, US • 20 - 49 Employees
Financial Services

AssetBook consolidates your data to provide clients with a comprehensive and meaningful financial picture within a simple yet powerful custom portfolio management solution.AssetBook makes financial advisors' lives easier, saves them time, and helps everyone sleep better at night. The system is easy-to-use and the consultative team at AssetBook takes a special interest in helping advisory teams plugin and optimize any existing technology that the firm may already have in place and/or even help find, recommend and implement the missing or deficient tech components. Larger portfolio management companies are likely to say they take this extra care with their clients, but in reality, they probably don't fulfill on their promises in this regard.In addition, some of the bigger portfolio management software systems being offered to the financial planning and investment advisory community are bloated and expensive. Many advisors never use all the bells and whistles, but they continue to pay for them because it's just easier to stick with the status quo.AssetBook is out to change all this by helping advisory firms pick and use the best technology for their needs, get it all plugged in properly to the AssetBook platform, and help the advisor go "full team ahead."