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Family Office Platform Overview
Explore The Intelligent Family Office Suite™
General Ledger
Multi-entity financial management
Reporting
Unlock clarity
Bill Pay
Streamline vendor payments
Document Storage
Secure & centralized file storage
Banking
Complete cash visibility
Forecasting
Forecast and plan with accuracy
Investments
Unify your portfolio
Month-end Close
Allocations
Prepaids
Multi-currency
Operate globally
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Single family offices
Everything you need to run a family office, precisely.
Multi family offices
Grow your practice with real-time insight across families.
Accounting firms
Security
Security center
Learn about our approach to protecting your assets.
Trust Center
Our approach to compliance.
Resources
Family Office resources
View all Asseta's finance and accounting resources.
Growth tools
Free family office downloads.
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Educational family office content.
Whitepapers
Longform articles and research.
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How-tos and resources.
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Nathan Kotler
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Nathan Kotler
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