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Asseta AI is The Intelligent Family Office Suite™ an all-in-one operating system for modern family offices. Unify banking, accounting, brokerage, alternatives, bill pay and expense data. Gain clarity, automation and governance.
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Asseta AI is the operating system for modern family offices. Unify your financial data, streamline operations, and gain clarity to manage wealth with confidence.
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Chart of Accounts for Family Offices
Download our chart of accounts template for family offices, our #1 downloaded asset.