AssetBook, a modern portfolio monitoring and performance reporting software for financial advisory firms, releases its latest advisor solution, Valian, a sophisticated and feature-rich client-engagement application now available with its Pulse portfolio management and reporting suite.
Including first-of-its-kind tools for collaboration and engagement; detailed views of both advisor-managed and non-managed accounts through an integration with Plaid; and intuitive features users have come to expect from a digital experience, like biometric ID, Valian is the industry’s first advisor-led engagement app that modernizes the way financial professionals interact with their clients.
“With Valian, we’re empowering advisors with capabilities that add real value to the lives of modern investors,” states AssetBook CEO, Marwa Zakharia. “For years, advisor fintech providers have delivered mobile-responsive portals with document vaults and access to investment account balances, but have struggled to really offer an app-based experience that’s on-par with the direct-to-investor facing tools on the market. It has limited a financial advisor’s ability to fully leverage that technology as part of their complete offering. With Valian, we’re ushering in the future of client experience tech.”
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There’s no shortage of financial portals and applications available to today’s investors – and that’s the problem. Clients, inundated with disparate apps and logins, are forced to run their financial lives from myriad locations rather than as a complete, comprehensive picture. AssetBook’s Valian transforms that fragmented experience into one clients actually want.
Within Valian, clients can access both advisor-managed and unmanaged accounts from a single place, including investment account, credit card and bank balances, with their financial goals front and center to enable a long-term focus on the big picture. Valian’s first-of-its-kind SEC-compliant chat feature allows live, in-app conversations between advisors and clients, and the ability to add family members increases advisors’ opportunities to engage the next generation.
With a host of cutting-edge features on the Valian roadmap, including video meeting capabilities, collaborative to-do lists, explorative intake forms and more, Valian is empowering advisors to deliver the modern financial experience clients are looking for, adding tremendous value to their relationships in an increasingly competitive market.
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AssetBook, which is in a stage of focused growth propelled in part by the release of Valian, has built an impressive roster of enterprise clients and boutique practices on its powerful and intuitive infrastructure, reputation for data accuracy, and white glove client service. And, as consolidation continues to push many portfolio management solution providers closer to end-to-end solutions—with non-essential features and benefits that raise the price tag and pull focus away from core capabilities—AssetBook sits at the top of an increasingly rare category of high-quality, high-touch portfolio management software that doesn’t break the bank.
“We’ve heard from our clients—firms with billions of dollars in AUM—that they’ve found it hard to get the attention they deserve from other, all-in-one providers,” Zakharia continues. “The mid-size RIA market is the fastest growing in the industry. Yet, confoundingly, it’s an underserved group. These firms simply need intelligent, reliable tools to power their business and responsive, engaged support to help them along that journey. That’s where AssetBook comes in.”
AssetBook’s intuitive flagship portfolio management solution, Pulse, features the core capabilities most advisors and firms seek in portfolio management and reporting technology, including CRM, trading and rebalancing, financial planning, aggregation, and custodial platform integrations, as well those that are in high demand based on today’s investment climate, like the ability to integrate the management of digital currency into traditional portfolio management technology. By focusing exclusively on what clients and advisors need to effectively manage financial outcomes, AssetBook avoids overcomplicated features, offering only the capabilities that further the client experience.
“Portfolio management software is only effective if advisors use it. Through research, advisor feedback, and decades of experience, we’ve made software that lives and evolves with our users and works in harmony with any management style,” shared AssetBook CTO, Miguel Zakharia.
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