THE FUTURE OF

Client Engagement, Redefined.

Introducing Valian: A sleeker, faster, more functional, easy-to-use and easier to love client engagement app for financial advisors and their clients. Only by AssetBook.

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The Future of CX is Here

Valian is the only financial app your clients need [you to] need.
 
We were tired of advisor-led client tech that overpromised and underdelivered. So we took cues from the financial experiences investors sought from their advisor and combined them with the capabilities we know they demand from the technology in their lives.
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Next-Level Collaboration

Fully archived SEC-compliant chat, real-time notifications, and video meeting and message capabilities takes your ability to interact with clients to a different stratosphere.

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Views Across Any Account & Type

Valian provides views of both advisor-managed and unmanaged accounts—including investment, credit card and bank accounts—from a single, secure app, keeping clients focused on their full financial picture and coming back for more. 

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Control to You (and Your Clients) Can’t Get Elsewhere

From permissioning that lets you determine what your clients can access—to permissioning that lets them determine the same (but in reverse), Valian takes you AND your clients’ right to share data or not seriously because we know how important control is to both you AND them.

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Prospecting & Client Onboarding

Capture interest from investors and keep them engaged with account monitoring, goal setting, document sharing and other features designed to nurture prospects into clients, and easily convert and onboard them when you’re ready to the relationship to the next level.

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Document Sharing, Real-time Notifications, and More

Ya know, the table stakes for a great client facing technology. Just because we’ve thought outside the box to bring you more of what you haven’t seen before doesn't mean we’ve forgotten about the things you have (we’ve just made them better).

Chief Investment OfficerSound Income Strategies

Eric Lutton, CFA

“Our Firm moved to AssetBook from a well-known portfolio management tech provider in search of a more responsive service experience, customized reporting capabilities, and a better client engagement platform. What we’ve found in Pulse and the AssetBook team has exceeded our expectations in almost every way.”

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TESTIMONIAL

Eric Lutton, CFA

Chief Investment OfficerSound Income Strategies

Get help
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LEARN WHY

Assetbook Is Becoming A Top Choice For Advisors

At AssetBook, we make Portfolio Management Software that financial advisors and their teams don’t need an advanced degree in fintech to understand and use. Learn more about our flagship Pulse platform, below. 

POWERFUL WHILE PURPOSEFUL INTUITIVE UI/UX LIGHTNING-FAST ALWAYS ACCURATE BEAUTIFULLY DESIGNED

Powerful While Purposeful

Intelligent, reliable CRM, financial planning, trading and rebalancing, reporting, billing, compliance and client experience solutions to power your business, without the over-complicated, overpriced bells and whistles you don’t want or need. 

Intuitive UX/UI

An interface that just plain makes sense, is simple to learn, and, frankly, pretty darn fun to use, AssetBook’s Pulse is the definition of a clean and modern technology experience. 

Lightning-Fast

Whether your firm or RIA is servicing hundreds of accounts—or hundreds of thousands of accounts—platform performance and service doesn't shrink simply because you grow. 

Always Accurate

A platform based on data isn't any good ... if the data isn't any good. That's why our borderline obsession (ok—there's nothing borderline about it) with data reliability and accuracy means we deliver data you can trust. Period. 

Beautifully Designed

A clean, lightweight platform that is built natively on an open API with attention to your experience. Nothing Frankenteched or bolted-on in a way that will scare you. Everything intentionally designed to drive adoption and engagement.  It's a thing of beauty. 

Don’t Settle for Subtle. Explore Valian By AssetBook

Schedule a demo to experience Valian: part of a better portfolio management software platform for financial advisors and firms, by AssetBook.
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