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Financial Technology Year

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Pulse

from AssetBook

Pulse is a comprehensive portfolio management, fee billing and performance reporting platform designed for registered investment advisors (RIAs) and wealth managers. The platform enables advisors to manage client portfolios, automate fee calculations, and generate customized performance reports.
Is this your Company
Category: Portfolio Management Systems
in: Wealth Management
Platforms that help wealth managers construct, analyze, rebalance, and report on client investment portfolios.

Pulse


Category: Client Reporting Systems
in: Wealth Management
Platforms that generate personalized reports and statements for wealth management clients.

Pulse


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