AssetBook Unveils First-of-Its-Kind Client Engagement App

Veteran portfolio management software provider sets new industry standard for advisors seeking to deliver a next-level client experience

AssetBook, a modern portfolio monitoring and performance reporting software for financial advisory firms, releases its latest advisor solution, Valian, a sophisticated and feature-rich client-engagement application now available with its Pulse portfolio management and reporting suite. The company will host a live webinar to introduce the industry to the platform’s capabilities on Thursday, October 6 at 11 am.

Valian is the industry’s first advisor-led engagement app that modernizes the way financial professionals interact with their clients.

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Including first-of-its-kind tools for collaboration and engagement; detailed views of both advisor-managed and non-managed accounts through an integration with Plaid; and intuitive features users have come to expect from a digital experience, like biometric ID, Valian is the industry’s first advisor-led engagement app that modernizes the way financial professionals interact with their clients.

“With Valian, we’re empowering advisors with capabilities that add real value to the lives of modern investors,” states AssetBook CEO, Marwa Zakharia. “For years, advisor fintech providers have delivered mobile-responsive portals with document vaults and access to investment account balances, but have struggled to really offer an app-based experience that’s on-par with the direct-to-investor facing tools on the market. It has limited a financial advisor’s ability to fully leverage that technology as part of their complete offering. With Valian, we’re ushering in the future of client experience tech.”

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