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.
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Integrations
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.
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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
Pulse Product Features
Financial Management
Cash Management
Consolidation / Roll-Up
Financial Reporting
Investment Management
Risk Management
Tax Management
Budgeting & Forecasting
Currency Management
Project Management
Revenue Recognition
Financial Reporting
"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
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Performance Metrics
Portfolio Management
Risk Management
Modeling & Simulation
Payroll & Commissions
