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Pulse

Robust Portfolio Monitoring and Reporting.

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Pulse is the most robust portfolio monitoring and reporting system. Save time, deliver precise portfolio reporting, and demonstrate your value to clients. Transfer files, upload documents, and deliver portfolio performance and tax consideration information to clients within seconds through our easy to use client portals. Tell your story and validate your value to clients through transparency.
AssetBook LLC
2003
United States
  • Investment-management
1 Industry
  • English
1 Language

Screenshot & Video

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LICENSING & DEPLOYMENT

  • Open Source
  • Cloud Hosted
  • Windows
  • Mac
  • Linux

SUPPORT

  • Email
  • Phone
  • Support Days
    Support Days
    • Monday
    • Tuesday
    • Wednesday
    • Thursday
    • Friday
    • Sunday
    Support Time
    • 09:00 to 18:00 (EST)

Training

  • Webinar

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs

Pulse Core Features

Stock Portfolio Management

  • Client Management
  • Data Warehousing
  • Multi-Currency Support
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Stock Alerts
  • Tax Management
  • Technical Analysis
  • Watchlists

Pulse Pricing

Pricing Type

  • Contact Vendor

Preferred Currency

  • USD ($)

Free Version

  • No

Payment Frequency

  • Quote Based
Vendor pricing page

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