Articles tagged "AssetBook"


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Market76's young Ivy League founder is threading a business-model needle and extending his mother's legacy

Over 2,000 advisors were added in nine months and the free software is looking like it's worth more than what you pay for it

January 8, 2013 — 6:31 PM UTC

Half-financed by RIAs, AssetBook rolls out 'Radar' to put big RIAs in its range

The previously down-market software firm says it can do anything Black Diamond can -- at 50% of the price

December 13, 2012 — 4:58 AM UTC

ByAllAccounts doubled advisory assets aggregated to $400 billion in 2011

New partners like Redtail Technology, Envestnet and AssetBook helped pave the way

March 12, 2012 — 3:09 AM UTC

After tortoise-like beginnings, AssetBook is now on-the-hop in portfolio management software

Rob Major takes what he learned in building Techfi to make AssetBook a functional, no-frills system

May 25, 2011 — 1:51 PM UTC

TD Ameritrade's conference gives rise to 9 reasons for optimism about the RIA business

The industry is advancing across a wide swath; one sign is TD's self-assessment

February 7, 2011 — 3:05 PM UTC

Two senior UBS brokers pass on retirement to pursue aggressive breakaway plan

Huebner and Jagger are winding up, not down with multi-faceted growth strategy

March 16, 2010 — 5:10 AM UTC
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