Protect and scale your wealth for generations

Meet the intelligent family office suite.

Trusted by family offices to protect legacies

Safely unite your data

Achieve total financial control and visibility with Asseta’s open APIs.

Addepar

Investments

A platform built to simplify complexity. Addepar empowers investment professionals across the globe with data, insights and cutting-edge technology.

Amex

Banking

American Express offers world-class Charge and Credit Cards, Gift Cards, Rewards, Travel, Personal Savings, Business Services, Insurance and more.

Chase

Banking

Chase and it's parent J.P. Morgan offer personal, commercial and investment products and is the largest bank in the world.

QuickBooks

Accounting

QuickBooks is an accounting software that offers easy to use cloud-based accounting solutions for businesses of all sizes.

Browse our family office resources

Transform your family office tech stack

  • Purpose built

    Built for family office finance

    Transform your family office operations with Asseta's robust, flexible and scalable general ledger. See every detail with custom insights you create like family member, property, fund, and partner.

  • Simplify

    Effortlessly handle complex ownership structures

    Ditch the spreadsheet formulas and unlock financial clarity with Asseta's partial ownership engine. Split ownership and transactions down the the basis point.

  • Allign

    Create approval workflows

    Keep everything consistent across all entities with uniform accounting policies. Automate routine tasks like allocations and approval requests using Asseta's rule engine. This means less manual work for you and more accuracy in your financial records.

  • Monitor

    Understand in real time

    Monitor KPIs to stay on top of each entity’s financial health. Leverage real time financial and statistical data to report on your performance. Build and share custom reports and dashboards with all stakeholders.

Family Office software built to scale with you

Connect your favorite tools, effortlessly implement in weeks and transact in hundreds of currencies.

  • Integrate seamlessly

    Push real-time data to one centralized accounting platform with Asseta's API. Integrate with your favorite tools like Quickbooks, Bill, Ramp, Fidelity, Stripe and Amex.

  • Implement in days

    Streamline your transition with our agile process and avoid lengthy month-long implementations. Benefit from the support of a dedicated team of customer success personnel, ensuring a smooth and efficient transition.

  • Operate globally

    Transact in 180+ currencies across all of your entities. Automatically book unrealized gains/loses. Set entities base currencies and consolidate through simplified currency translation.

See a customized demo today

Learn how Asseta integrates and simplifies your financials.

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About Asseta

Some frequently asked questions about our service.

Can I import my data from another platform?

Yes, Asseta supports data importation from other platforms. We provide tools and support to facilitate the migration of your financial data from existing systems into Asseta, ensuring a smooth transition and minimal disruption to your operations.

Does Asseta replace Quickbooks Online?

Yes. Asseta is a standalone general ledger accounting platform designed to run business financials.

For those looking to stay with QuickBooks, Asseta integrates securely with QBO via secure API integration.

How long does it take to implement Asseta?

Our average customer goes live within 2-8 weeks. The timeline depends on the state of your data, technology needs, and resource capacity. Asseta's team of CPAs, engineers, and customer success personnel will work directly with you to ensure a quick and accurate implementation.

Is Asseta a general ledger?

Yes.

A general ledger forms the basis of a company's accounting system. It documents all company transactions, such as assets, liabilities, equity, revenues, and expenses. Every entry includes a debit and a credit, which must always balance to maintain accurate financial records.

The general ledger plays an integral role in producing financial statements. It helps businesses track their financial performance over time, allowing them to identify trends, manage budgets, and make informed financial decisions. The general ledger also assists in ensuring compliance with financial regulations and standards, as it provides a complete and accurate record of all financial transactions carried out by the company.

Learn more about Asseta's Intelligent General Ledger here.

What is the advantage of choosing Asseta?

Asseta is expertly designed to reduce complexity in financial management. This is achieved by its user-friendly interface and simplified processes that make it easy for businesses, regardless of their size or industry, to manage their finances effectively.

Asseta empowers businesses to take control of their financial management. It equips them with the tools and insights necessary to make informed decisions and drive growth. With Asseta, businesses can confidently navigate their financial journey, knowing they have a reliable and efficient platform supporting them.

Why is Asseta different from an ERP?

Asseta differs from traditional ERP systems as it is specifically designed to provide financial clarity and control for multi-entity businesses. Most ERPs were built decades ago and were not designed to suit all industries. Asseta is built on the latest technology and can integrate with any and all of your business tools. Asseta can automate most or all of your routine busywork and accounting tasks.

While ERPs often include broad enterprise management features, Asseta focuses on advanced financial functionalities like automated inter-company transactions, consolidation, and compliance, making it more specialized and efficient for financial management.

Request a personalized demo to learn how you can take full advantage of the platform: https://www.asseta.ai/demo