Skip to main content
  • Platform
    Finance Platform Overview
    Explore The Intelligent Family Office Suite™
    General Ledger
    Reporting
    Bill Pay
    Document Storage
    Banking
    Forecasting
    Receivables
    Investments
    Month-end Close
    Allocations
    Prepaids
    Multi-currency
    Integrations
  • Solutions
    Finance Solutions Overview
    See how Asseta can benefit you.
    By industry
    Single family offices
    Multi family offices
    Real estate
    Private equity
    By role
    CFOs
    Controllers
    Accounting firms
    Technology & operations
  • Security
    Asseta Visibility
    Security center
    Learn about our approach to protecting your assets.
    Status Page
  • Resources
    Resource center
    View all Asseta's finance and accounting resources.
    Articles
    Whitepapers
    Guides
    FAQ
  • Company
    About Asseta
    Learn about our company and our people.
    Careers
    hiring
    Contact Us
Log inDemo
Log InRequest a Demo
Demo
Home
Resources
Downloads

Resource center

Downloads

Downloadable content to help your finance ops.

Download: One-Pager for Family Offices on Tariffs and the 'Big Beautiful Bill'

This exclusive Asseta AI one-pager helps family offices navigate the intersection of tax certainty from the One Big Beautiful Bill (OBBBA) and trade volatility driven by Trump-era tariffs.

Downloads
August 14, 2025

Family Office Chart of Accounts Template Download

Download our free Family Office Chart of Accounts template.

Downloads
March 18, 2025

Family Office Budget and Expense Tracker

Managing the finances of a family office requires precision, transparency, and real-time tracking of multiple revenue streams, operating costs, investment expenses, and family-related expenditures. Without the right tools, keeping financial oversight can become a complex and time-consuming task.

Downloads
March 6, 2025

The Ultimate Month-end Checklist for Accounting Teams

This comprehensive checklist guides accounting teams through each step to ensure a smooth and thorough month-end accouting close.

Downloads
October 7, 2024
Load more resources

Chart of Accounts Template for Real Estate

Download a free Real Estate Chart of Accounts template.

Downloads
September 25, 2024
Previous
  • Platform

    • Platform overview
    • General Ledger
    • Reporting & Dashboards
    • Accounts Payable
    • Accounts Receivable
    • FP&A
    • Banking & Cashflow
    • Collaborative Close
    • Dynamic Allocations
    • Prepaid Expenses
    • Multi-currency
    • Integrations
  • Solutions

    • Solutions overview
    • Real estate
    • Private equity
    • Family offices
    • Renewable energy
    • CFOs
    • Controllers
    • Accounting firms
    • Technology & operations
  • Resources

      • Resource center
      • Whitepapers
      • Articles
      • Family Office Budget & Expense TrackerFamily Office Chart of AccountsFAQ
    • Company

        • About Asseta
        • Careers
        • Contact
        • Terms of service
        • Privacy policy

    We use cookies and similar technologies to analyze and improve our services. View our Privacy Policy

    Understood