AssetBook Pulse
5.9#70 in portfolio management softwareWeb
VisitAssetBook Pulse vs Snowball Analytics
Snowball Analytics
8.6#4 in portfolio management softwareFrom $79.99 a yearFree planAndroidiOSWeb
VisitWhat both publish
| Fact | AssetBook Pulse | Snowball Analytics |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Founded | AssetBook says it was founded in 2007 by Rob Major and Ken Park. | 2021 |
| Headquarters | AssetBook lists its mailing address in Bear, Delaware. | Lyon, France |
| Performance reporting | Yes | Yes |
| Purpose | AssetBook says its mission is to help advisors address portfolio management, reporting, and business metric challenges. | Snowball Analytics is a service for retail investors to plan and track investments, monitor dividend payouts, and make investment decisions. |
| Risk analysis | Yes | Yes |
| Security | AssetBook says data is encrypted at rest and in transit by default. | Snowball Analytics says it does not store broker or crypto-account credentials; Yodlee connections are read-only, and stored data is depersonalized and encrypted in transit. |
| Support | AssetBook says client support, including onboarding and partner integration assistance, is provided at no additional cost. | The pricing page directs users to Snowball Analytics' Knowledge Base for popular questions, tutorials, and usage advice. |
AssetBook Pulse plans
- PulsePriced on request
Snowball Analytics plans
- FreeFree
- Investor$149.99 a year
- Expert$249.99 a year
- Starter$79.99 a year
Pick AssetBook Pulse if…
You want what its maker publishes above — check its page for the details.
Pick Snowball Analytics if…
It suits long-term retail investors who want an overview of investments across supported assets and broker connections. It may also help investors tracking dividend income or reviewing performance, risk and diversification.