Winter Conference Update

TD Ameritrade Link 2017 National Conference

Conference Dates: February 1-3, San Diego, CA

Please come and see David Robertson and Frank Taylor at our kiosk in Veo Village at the TD Ameritrade Link national conference in San Diego, CA.

We’ll be demonstrating everything new at AssetBook at the kiosk.

T3 (Technology Tools for Today) Conference

Conference Dates: February 14-17, Orange County, CA

Later this month, Rob Major and Jimmy Wilkes will be manning the AssetBook booth at the T3 conference in Orange County, CA.

If you are attending the show, please come by our booth in the exhibit hall.

Rob Major will also be speaking about identity fraud on Friday, February 17th at 8:40 am.  Please join him for his presentation, “The $100,000 lesson learned”.

Happy New Year! – Holiday Hours

In observance of the New Year’s holiday, our office will be closing at 2:00 pm on Friday, December 30, 2016, and will be closed Monday, January 2nd, 2017.

We will reopen for normal hours starting January 3rd, 2017 for end of quarter/year processing.

At the close of another great year, we gratefully pause to wish you a New Year filled with Peace, Prosperity, and Happiness!

Quarterly Webinar – Dec 14, 2016 at 4PM EST

Webinar Details

AssetBook will be conducting a quarterly webinar where Rob Major, CEO will discuss recent development, company updates and give you some tips on best practices for the upcoming quarter end. We hope to see you there!

After registering, you will receive a confirmation email containing information about joining the webinar.
If you have any problems registering, please contact Sarah Flanagan at

Holiday Hours

Happy Thanksgiving from all of us at AssetBook!

Our office will be closed on Thursday, November 24th and Friday, November 25th in observance of the Thanksgiving Holiday.

We will resume normal business hours on Monday, November 28th.

Upcoming InvestorView Webinars in November

Our client portal partners, ModestSpark, will be holding several webinars this month. These webinars focus on key features, best practices, and deep-dives on specific topics.

Here’s what is coming in November:

2-Factor Authentication (2FA) – Sneak Peek

Audience: Administrators and Advisors
Description: 2-factor auth is coming to Modestspark! With security for you and clients always a top priority, 2FA is a great feature you should know about. Learn more about the upcoming release containing 2FA and how to use these new capabilities.

Wednesday, November 30 @ 10:00am PST

Document Center – Deep Dive & Best Practices

Audience: Administrators and Advisors
Description: The Document Center is a key feature within Modestpark. With unlimited storage and easy access for you and clients, the Document Center is a vital place to securely store quarterly reports, invoices, and other important documents. Learn more about the use of Document Center, tips/tricks to increase adoption and migration of documents into Document Center.

Tuesday, November 22 @ 8:00am PST

On-boarding QuickStart

Audience: New Customers (Administrators)
Description: This session walks new customers through the onboarding process. From data imports to configuration and rollout activities, we’ll cover the basics to get you started!

Tuesday, November 29 @ 10:00am PST


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PowerUp with AssetBook!

Are you using all of RADAR’s superpowers? Join AssetBook’s team of heroes at the 2016 PowerUp Conference and become a Power User!

Be the Hero Your Firm Needs

No radioactive waste or spider bites required!

PowerUp will help users familiarize themselves with features they may not be using and receive best practice advice to improve operational efficiency. PowerUp provides a great way to receive hands-on tips and techniques. Not just from our team but other advisors that use the system every day.


How to use the FTP

What is an FTP site?

FTP is an acronym for File Transfer Protocol. As the name suggests, FTP is used to transfer files between computers on a network. You can use FTP to exchange files between computer accounts, transfer files between an account and a desktop computer, or access online software archives. This is a secure way to upload and download documents between you and AssetBook.

Why should I use it?

We use this site to exchange confidential information with you including uploading daily account maintenance files, client billing files, SEC audit results, etc. Maybe you have a support request where we need to look at certain account numbers. We recommend that you do not send account numbers in an insecure email. You can upload a spreadsheet to the FTP site with those account numbers.

Mac User?

To access the FTP site on a Mac use the “Command + K” function. This will open the FTP site and allow you to access or download the files. However, to upload files to the FTP site via a Mac you must install software such as Filezilla or Cyberduck.

What are my username and password?

Your username and password will be assigned to you once you have access to your database. A member of our team will relay this information to you once it is available.

For detailed instructions download our whitepaper by clicking below:

FTP Access


PowerUp! Employee Training

Do you have a new employee in your office?

Send them to our PowerUp! User Training and Seminar for a hands-on overview of our entire system and a chance to meet our team.

Already feel like you know your way around Radar?

Our PowerUp! User Training and Seminar is perfect for you too. With breakout sessions, that split the users into beginner and advanced groups, you too have the opportunity to become a power user!

You also have the opportunity to network with other users of our system. Learn how they use Radar to improve their operational workflow every day.

Conference Info:

Rocky Gap Resort and Casino
in Cumberland, Maryland
August 24th – 26th, 2016

Registration Deadline
August 15th, 2016

Rocky Gap Resort and Casino
16701 Lakeview Rd. NE
Cumberland, MD 21502

Conference fees:
$499 per attendee for Conference Fee
$139 per night Room Rate

For a Full Agenda of Training and Events Click Here

InvestorView Summer 2016 Update

Announcing our June 2016 Release!

We’d like to take a minute to share with you the new features that have been added to InvestorView the past few months. We’ll also talk about what we’re working on next.


Advisors & Clients have the ability to define, track and manage Goals within InvestorView. Goals can be created as “% Complete” (track a goal against a target value) or “Checklist” (where you define a list of items for completion). Goals can also be linked to your managed assets (portfolio market value or contributions/withdrawals) for auto-tracking of its completion %!

  • New menubar link for Goals (can be enabled from your Configuration Settings)
  • Admin / Advisor Goals page (shows Goals across all Clients)
  • Easy UI to view and manage Goals (Advisor / Client accessible)
  • Visible within the Review (Advisor accessible)

Net Worth Reporting:

We’re already providing dynamic, interactive reporting on the managed wealth side of the house so it made sense to add support for outside held assets AND liabilities (through our integration as well as manually entered values) and generate a Net Worth Statement.

  • New Net Worth Headline (can be enabled from your Configuration Settings)
  • New Net Worth Statement (available in Statement Center under the “Past” time period selector)
  • Ability for Advisors / Clients to manually enter Assets and Liabilities (from the Headline or Statement)

InvestorView Document Center – New UI Uplift:

New with this release is a ‘freshened up’ user interface for the Document Center. Given the tremendous popularity of the InvestorView Document Center, we felt it was important to help users find and view their documents easier. So we’ve added two new ways of looking at documents within the Document Center:

  • Grid View (card-like way to view files)
  • Tree View (folder structure based on file Categories)

In addition to the new views, the standard list view has an enhanced detail view that provides a cleaner interface.

We’ve also added Messages to Documents (optional; can be enabled in your Configuration Settings) that allow Advisors & Clients to post short Messages regarding documents. These messages can help users (both Advisors & Clients) understand a bit more about the files or provide context to their contents and importance.


Get rid of the sticky notes. Now within the application, you can quickly create reminders for you and for your clients. While you’re right there within the Portal, you can now create a reminder for yourself (“Remind me tomorrow that I need to call Fred Smith”) or create a client-facing reminder (“Remind Fred that he needs to bring his signed forms with him to the meeting on Friday”) that helps remind a client of an important task.

  • Quickly create Reminders (Advisor / Admin Dashboards)
  • Email reminder sent to your inbox on the due date
  • Make a reminder a “Client-facing reminder”
  • Reminder UI (Advisor / Admin ) that shows reminders across all Clients

Households – Admin UI Uplift:

Managing Households is a central administrative activity within the application. Households are the way to group portfolios for your Clients to view and we’ve made the administration of that easier with a new UI designed to simplify the creation and management. Here are a few of the highlights:

  • New UI that helps Admins understand the details around a Household
  • Support multiple Advisors for a Household
  • Better auditing with “Last Viewed” (internal/external) tracking

Other Stuff:

We’re always dedicating time to make things easier. Here are some new features across the entire platform:

  • Links – ability to add outside web “links” for Clients (Administrators manage the Links; visible from a “Links” menubar item)
  • New Data Fields (Positions) – SMA Account, SMA Acct Description, SMA Asset Class, SMA Sector Code
  • New Social/Branding Field – YouTube Channel
  • Numerous UI fixes/cleanup for table exports, sorting and styling
    Coming this Summer

We’re already at work on our next release. Here’s what’s coming:

  • Touchpoints (Email Summaries that you can send to Clients)
  • 2-Factor Authentication (enhanced security)
  • Branding color-palettes (for chart colors)

We appreciate your support & trust!

PowerUp 2016 User Conference

Join the AssetBook team, community, and partners at the Rocky Gap Resort and Casino for a three-day training workshop and seminar from August 24th to the 26th, 2016. Spots are filling up quickly, so register now! For more information, sign up here.

Rocky Gap Resort and Casino
in Cumberland, Maryland

August 24th – 26th, 2016

Registration Deadline: August 15th, 2016

Rocky Gap Resort and Casino
16701 Lakeview Rd. NE
Cumberland, MD 21502

Conference fees:
$499 per attendee for Conference Fee
$139 per night Room Rate