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One general ledger for every entity, partnership and investment. Pick a comparison to see where Asseta fits and what a switch takes.

Asseta vs the alternatives

Accounting tools, spreadsheets and family office platforms that offices compare with Asseta. Each guide says where the other tool fits.

The deals that leave a legacy.

$130B+Assets on platform

90+Families onboarded

30Billion-dollar+ SFOs

99.9%Uptime since launch

Implementations are guided by a dedicated team of CPAs, software engineers and customer success experts.

Today

Create your chart of accounts, set up every entity and import historical data.

Day 30

Link banks and brokerages, set permissions and use dozens of pre-built reports.

Day 60

Reporting runs in Asseta. Reconciliation is 8.5x more efficient. Books close 85% faster.

Day 90

Financial tasks automated, busywork gone and the monthly close turbocharged.

Today's top finance teams trust Asseta to close faster, report in real time and move their family office forward.