{
  "slug": "assetbook",
  "name": "Assetbook",
  "description": "Assetbook provides a robust portfolio monitoring and reporting system, the Pulse Platform, and an innovative client engagement app, Valian. These solutions help financial advisors save time, deliver precise portfolio reporting, and demonstrate value to clients through customizable and interactive digital experiences and seamless integrations.",
  "url": "https://optimly.ai/brand/assetbook",
  "websiteUrl": "https://assetbook.com/",
  "logoUrl": "https://logo.clearbit.com/assetbook.com",
  "baiScore": 49.2,
  "bai_tier_status": "active",
  "bai_score_status": "active",
  "archetype": null,
  "archetype_status": "active",
  "category": "Investment Management Platforms",
  "categorySlug": null,
  "keyFacts": [],
  "aiReadiness": [],
  "competitors": [],
  "competitorsProse": null,
  "inboundCompetitors": [],
  "aiAlternatives": [],
  "parentBrand": null,
  "subBrands": [],
  "updatedAt": "2026-09-03T01:48:32.184Z",
  "verifiedVitals": {
    "website": "https://assetbook.com",
    "category": "Financial Technology",
    "what_it_does": "AssetBook provides a portfolio monitoring and reporting system, including a client engagement app, designed for financial advisors to manage client assets, deliver performance reporting, and enhance client servicing.",
    "primary_audience": "Financial advisors and financial firms.",
    "core_product": "Pulse Platform and Valian client engagement app.",
    "pricing_model": {
      "kind": "subscription",
      "detail": "Contract-based service."
    }
  },
  "intentTags": null,
  "businessProfileClaims": [],
  "timestamp": 1789902716930
}