Find Asseta news, articles, guides, and other resources to help finance teams work smarter.
Everyone in finance is talking about the Great Wealth Transfer. The headline figure—an astounding $83.5 trillion poised to move between generations by 2048—is enough to command attention. But focusing only on the dollar amount is a critical mistake.
Learn about our newest Founding Account Executive hire!
How frugal can your family office truly be?
What drives family office decisions? Insights from the first 2025 Family Office report reveal the importance of the human element in wealth management, tech, and legacy.
Prismatic launches it's revolutionary cloud accounting solution.
Why are there significant reporting limitations for legacy finance systems?
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