AssetBook Founder and CEO, Rob Major, of McHenry, Maryland began working on the technical side of the financial services business in 1992. He has spent his career working directly with advisors both in-house and as a technology consultant.
Rob has established himself as one of the industry experts in portfolio management software, and has been at the center of providing firm specific software and time-saving automation for financial advisors. His career took off in the late 1990s when he co-founded Techfi Corporation, and served as its V.P. of Sales and C.M.O.
Rob and his development teams have developed numerous portfolio management and trading systems. His latest venture, AssetBook, is a powerful web-based portfolio reporting and trading system with a full data service component. AssetBook helps advisors create efficiency in their firms through its user friendly software, personalized service and value pricing.
Rob attributes his success in serving Advisors to focusing on client relationships, in order to gain an understanding of their specific needs.