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 at 6:31 PM
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 at 4:58 AM
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 at 3:09 AM
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 at 1:51 PM
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 at 3:05 PM
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
