Pulse Description

Pulse by AssetBook, a portfolio management system that is intuitive, user-friendly, and built with an open API, is attractive. Pulse is easy to integrate with other software. It allows you to interact with all the integrations of your firm in a meaningful manner.

Pulse offers a firm dashboard that allows you to monitor your business's metrics, AUM and revenue growth over time. Your Pulse dashboard allows you to easily and intuitively monitor your top investments and global allocation.

Integrations

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Company Details

Company:
AssetBook
Year Founded:
2004
Headquarters:
United States
Website:
www.assetbook.com
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Media

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.

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. Pulse includes a dynamic and meaningful firm-level dashboard that displays important metrics about your firm. This attractive dashboard breaks down your AUM growth into key values so you can understand how it’s growing and where that growth is coming from. You can also see your asset allocation at a global level and view your top investment holdings. Pulse has evolved performance reporting into a customizable and interactive digital experience for your clients. Pulse empowers advisors to promote their unique management style as well as their brand with colorful charts, graphs and meaningful portfolio statistics.
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Product Details

Platforms
SaaS
Type of Training
Documentation
Live Online
Webinars
In Person
Customer Support
Phone Support
24/7 Live Support
Online

Pulse Features and Options

Investment Management Software

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

Financial Reporting Software

"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 Software

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