Pulse

Pulse

AssetBook
+
+

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About

Pulse by AssetBook is an attractive, easy to use, and intuitive portfolio management system built with an open API. Simple to integrate with your other software, Pulse makes it easy to interact with all of your firm’s integrations in a meaningful way. Pulse features a firm dashboard, critical to understanding your business’s metrics, AUM, and fee revenue growth over time. Easily and intuitively monitor your top investment holdings and global allocation through your Pulse dashboard.

About

Access key metrics like LTV/CAC, magic number, payback period, and more to understand how efficiently your sales team is adding revenue. Cut your customer data based on any attribute to understand which segments to focus on acquiring, and which types of customers' accounts to invest in growing. Easily segment data to see how customers are doing based on what plan or product they've purchased, and focus on the areas of your business that drive the most value. When you connect your systems to Subscript, we only access the parts needed to make the product work for you. We will always be transparent about what data is accessed. We keep key pieces of information securely to be able to generate reports for you quickly and let you analyze them in many different ways. Subscript regularly monitors for updates in your data to give you a realtime view into your business.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

RIAs, Financial Planners, Investment Advisors

Audience

Businesses looking for a subscription intelligence platform to easily dive deep into their subscription metrics

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

AssetBook
Founded: 2004
United States
www.assetbook.com

Company Information

Subscript
United States
www.subscript.com

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Categories

Categories

Financial Reporting Features

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Financial Management Features

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Business Intelligence Features

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Integrations

HubSpot CRM
HubSpot Customer Platform
MoneyGuide
NetSuite
Pontera
QuickBooks Online
Redtail CRM
RightCapital
Salesforce
Stripe
Xero

Integrations

HubSpot CRM
HubSpot Customer Platform
MoneyGuide
NetSuite
Pontera
QuickBooks Online
Redtail CRM
RightCapital
Salesforce
Stripe
Xero
Claim Pulse and update features and information
Claim Pulse and update features and information
Claim Subscript and update features and information
Claim Subscript and update features and information