New template
Download our chart of accounts template for family offices, our #1 downloaded asset.
Multi-entity partnership accounting
Investments data aggregation
Audit-ready from day one
Asseta gives you full visibility to build what matters.
Start today to modernize your tech stack in months.
Multi-entity
See and control all of your entities in one place
Streamline month-end close with easy multi-entity consolidation
Scalable
Manage all accounts, entities and investments in a single system
Scale cleanly as complexity increases
Multi-dimensional
Codify your accounting data with custom dimensions
Gain full control over your financial data
Multi-asset
Cash, public markets, private equity, homes, art, and more
Comprehensive balance sheets and net worth
A dashboard designed for daily use. AI-powered automated workflows give you real-time insights with impact.
Schedule A DEMO
Explore our products
Company transactions, assets,
liabilities, equity, revenues and
expenses all in one place.
Unified multi-entity accounting, investments, banking, and partnership structures into a single system.
Manage complex accounts payable
and multi-entity expenses in a single system of record.
Real-time, custom dimensions
deliver intelligence tailored to the unique needs of your family office.
See all your banking, investments and accounting in one platform with integrations for all your institutions.
AI automation and real-time bank integrations track cash inflows / outflows to help you forecast with confidence.
Customize your dashboard and reporting across multiple dimensions with real-time data and automated, consolidated roll-ups.
High-value collections tracking across alternative asset types and liquid holdings embedded directly into the platform.
Integrated Document Vault automates the ingestion, classification, and reconciliation of financial documents.
Follow us
