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
Agile, rapid implementation delivers comprehensive visibility at the speed of finance.
Today
Day 30
Day 60
Day 90
GET STARTED SETTING UP
YOUR ACCOUNT
GET COMFORTABLE WITH TOOLS
AND REPORTING
Ask Why You Didn't Switch
Last Year
100% of Reporting
Moved to Asseta
Today
GET STARTED SETTING UP
YOUR ACCOUNT
Day 30
GET COMFORTABLE WITH TOOLS
AND REPORTING
Day 60
Ask Why You Didn't Switch
Last Year
Day 90
100% of Reporting
Moved to Asseta
TODAY
- Create your Chart of Accounts
- Set up all your entities
- Import historical data
DAY 30
- Link your bank accounts and brokerages
- Set up user permissions
- Gain access to dozens of pre-built reports and dashboard widgets
DAY 60
- Reporting moved to Asseta
- Reconcile accounts 8.5x more efficiently
- Books close 85% faster
DAY 90
- Financial tasks automated
- Busywork eliminated
- Family office monthly close turbocharged
Asseta acts as an extension of your team, bringing 50+ years experience in finance, accounting and wealth. Our onboarding team works as an extension of your business.
Implementations are guided by a dedicated team of CPAs, software engineers, and customer success experts
Asseta collaborates with accounting networks like PKF O'Connor Davies to accelerate modernization and optimize financial operations
Once live, teams receive ongoing, dedicated troubleshooting support via Slack, email, and scheduled calls
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