News, Vision & Voice for the Advisory Community

Articles tagged "Schiavi & Dattani Financial Advisors"

Headline

Publish date

Rob Major: If you have 200 reports that do everything but cook you breakfast in the morning, you have a system that is unaffordable for 80% of the advisors that are out there.

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

— There are no additional results —

RIABiz Directory

The Industry Sourcebook for RIAs

| LISTING

Add Your Listing

RIABiz Directory sponsored by:

White Paper Postings

Common Tags

Recent Articles

Popular Writers

RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.