Portfolio Monitoring and Reporting

CASE STUDY

AssetBook

IndustryFinancial Industry
Target MarketB2C, Financial Advisors and Firms
ScopeWebsite, Email Marketing, Graphic Design, Consulting
financial social media marketing

About The Company

Pulse by AssetBook helps advisors solve their daily challenges by providing an attractive, easy to use, and intuitive portfolio management system. In the Pulse dashboard, advisors can easily and intuitively monitor their top investment holdings and global allocation.

PDF BROCHURE

Our Work

We created AssetBook's website with a clean, modern look, showcasing their software's user interface. We designed and established their monthly newsletter, the Pulse Report, and created other collateral like PDF handouts for conferences. We also developed several video ads.

WEBSITE


VIDEO & EMAIL MARKETING

financial software website
financial software email
 

LET'S GET STARTED

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