AssetBook Pulse
The facts below are what the maker publishes about AssetBook Pulse, checked and dated. Our editors have not written about it yet.
Plans and prices
From AssetBook Pulse's own pricing page, checked 11 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Pulse | Priced on request | Price is tailored to your needs |
The facts
Each one read from AssetBook Pulse's own pages, with the date it was checked.
What it does
- Allocation analysis
- Yeschecked 20 Sep 2026
- Allocation monitoring
- Pulse supports custom investment classifications and allocation monitoring with up to four levels of classification and reporting.checked 11 Oct 2026
- Asset allocation
- It supports custom investment classifications and allocation monitoring across up to four levels.checked 11 Oct 2026
- Asset class coverage
- multi_asset_alternativeschecked 20 Sep 2026
- Cash management
- Pulse monitors client portfolio cash and alerts users to shortages or overages.checked 11 Oct 2026
- Client portal
- The client portal and document center give clients access to their information, and can show current portfolio values and store or send documents such as quarterly reports.checked 11 Oct 2026
- Compliance
- The company describes Valian's in-app chat as fully archived and SEC-compliant.checked 11 Oct 2026
- Integrations
- AssetBook lists custodian partners including Fidelity, Pershing, Charles Schwab and Interactive Brokers, and integration partners including Redtail, MoneyGuide Pro and WealthBox.checked 11 Oct 2026
- Intended users
- AssetBook describes Pulse as portfolio management software for wealth managers, advisory firms and financial advisors.checked 11 Oct 2026
- Performance reporting
- Yeschecked 20 Sep 2026
- Pricing
- AssetBook says Pulse pricing is tailored to the customer's needs and directs prospective customers to request a demo.checked 11 Oct 2026
- Product
- Pulse is a portfolio management and reporting system for financial advisors, built with an open API.checked 11 Oct 2026
- Purpose
- AssetBook says its mission is to help advisors address portfolio management, reporting, and business metric challenges.checked 11 Oct 2026
- Reporting
- Pulse offers portfolio performance, tax and asset allocation reporting with customizable reports and a client portal and document center.checked 11 Oct 2026
- Risk analysis
- Yeschecked 20 Sep 2026
- Security
- AssetBook says data is encrypted at rest and in transit by default.checked 11 Oct 2026
- Support
- AssetBook says client support, including onboarding and partner integration assistance, is provided at no additional cost.checked 11 Oct 2026
- Tax-lot tracking
- Yeschecked 20 Sep 2026
- Tax management
- Its tax management feature helps track realized and unrealized gains and losses down to individual lots.checked 11 Oct 2026
The company
- Company history
- AssetBook says it was founded in 2007 by Rob Major and Ken Park.checked 11 Oct 2026
- Founded
- AssetBook says it was founded in 2007 by Rob Major and Ken Park.checked 11 Oct 2026
- Headquarters
- AssetBook lists its mailing address in Bear, Delaware.checked 11 Oct 2026
Money
- Fee billing
- Pulse automates fee billing, and AssetBook says most firms complete the process in an hour or less.checked 11 Oct 2026
Alternatives to AssetBook Pulse
- 1
rotki
Free planOpen sourceWebAPILinuxmacOS8.8From €25 a month - 2
Stock Rover
Free planAndroidiOSWebWindows8.7From $24 a month - 3
Sharesight
Free planAndroidiOSWebAPI8.6From $7 a month - 4
Snowball Analytics
Free planAndroidiOSWeb8.6From $79.99 a year - 5
Finary
Free planAndroidiOSWebAPI8.5From €44.99 a year - 6
FundCount
AndroidiOSWebAPI8.3From $4,000 a year