AssetBook
Portfolio accounting and performance reporting software for wealth managers.
Listings are free. Companies cannot pay to change their score, rank, or inclusion on EhList.
How Canadian is this company? Rated 1-5 on ownership, data residency & team presence.
https://assetbook.comAbout AssetBook
AssetBook delivers portfolio accounting and performance reporting software built for wealth management firms. Based in Vancouver since 2011, they handle the backend number-crunching that advisors need for client reporting and compliance.
- Headquarters
- Vancouver, BC
- Founded
- 2011
- Team size
- 11-50 employees
- Pricing
- subscription - Contact for pricing
- Last verified
- March 2026
The Eh Score rates Canadian ownership, data residency, founding location, team presence, and support availability. Learn more →
Why it's Canadian
- 🇨🇦 Canadian-founded
- 🏢 Canadian-owned
- 👩💻 Dev team in Canada
Why it's Canadian
- 🇨🇦 Canadian-founded
- 🏢 Canadian-owned
- 👩💻 Dev team in Canada
Why it's on EhList
If you're replacing QuickBooks or Xero, AssetBook is one of the Canadian names that actually belongs on the shortlist. It's here because the company itself is genuinely Canadian, which matters if you want your money going to a domestic vendor rather than just a local sales office.
Canadian alternatives to the tools AssetBook competes with
See how AssetBook stacks up, and find other Canadian options in the same space.
Similar Canadian Tools
Ranked by how closely they overlap - same use case, similar pricing, shared users switching between them.