The Intelligent
Family Office Suite®

Yes. Most family offices don’t run full GAAP and Asseta supports cash/tax basis as primary with selective accrual (e.g., for specific entities or accounts).

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Yes. Asseta is built for multi-entity family offices and supports unlimited entities in a single, unified view.

You can run real-time consolidations across dozens of structures, drill down into individual entities, and automate intercompany transactions, all without spreadsheets or manual workarounds.

With Asseta, complexity becomes clarity.

Yes, Asseta is SOC 2 Type II compliant. We undergo independent audits to ensure our controls meet the highest standards for security, availability, and confidentiality. This includes rigorous practices around data encryption, access controls, system monitoring, and operational processes. Our compliance demonstrates our commitment to protecting sensitive financial data and maintaining the trust of our clients.

Please visit our Trust Center to see our compliance status in real-time.

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Asseta is SOC 2 Type 2 compliant and prioritizes the security of your financial data with advanced encryption, regular security audits, and compliance with industry standards. Our platform uses multi-factor authentication and continuous monitoring to detect and prevent unauthorized access, ensuring that your financial information remains confidential and secure.