Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Deployment
    Cloud, SaaS, Web
  • Support
    Business Hours

Vendor Details

  • Assetbook
  • www.assetbook.com

About RADAR

Portfolio management system for investment advisers that provides a combination of web based software and personalized service.


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RADAR Features

  • Account Alerts
  • Asset Management
  • Expense Tracking
  • Household Tracking
  • Influence Tracking
  • Lead Management
  • Marketing Management
  • Relationship Tracking
  • Team Assignments
  • Territory Management

RADAR Reviews

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