Audience

RIAs, Financial Planners, Investment Advisors

About Pulse

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.

Integrations

Ratings/Reviews

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

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Company Information

AssetBook
Founded: 2004
United States
www.assetbook.com

Videos and Screen Captures

Our Asset Allocation feature is one of the most powerful components of Pulse. Since many advisors implement investment policy statements that govern the mix of asset classes, it is critical that allocations are managed carefully. Pulse’s allocation monitoring feature gets the job done with up to four levels of classification and reporting.

Our Asset Allocation feature is one of the most powerful components of Pulse. Since many advisors implement investment policy statements that govern the mix of asset classes, it is critical that allocations are managed carefully. Pulse’s allocation monitoring feature gets the job done with up to four levels of classification and reporting.

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
24/7 Live Support
Online

Pulse Frequently Asked Questions

Q: What kinds of users and organization types does Pulse work with?
Q: What languages does Pulse support in their product?
Q: What kind of support options does Pulse offer?
Q: What other applications or services does Pulse integrate with?
Q: What type of training does Pulse provide?
Q: What pricing for support is available for Pulse ?

Pulse Product Features

Financial Management

Cash Management Supported
Consolidation / Roll-Up Supported
Financial Reporting Supported
Investment Management Supported
Risk Management Supported
Tax Management Supported
Budgeting & Forecasting Not Supported
Currency Management Not Supported
Project Management Not Supported
Revenue Recognition Not Supported

Financial Reporting

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

Investment Management

Accounting Management Supported
Benchmarking Supported
Bonds / Stocks Supported
Client Management Supported
Commodities Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Supported
Performance Metrics Supported
Portfolio Management Supported
Risk Management Supported
Modeling & Simulation Not Supported
Payroll & Commissions Not Supported