Skip to main content

Asseta AI has raised a $4.2M Seed Round from Nyca Partners and Motive Partners!Read more  

  • Platform
    Family Office Platform Overview
    Explore The Intelligent Family Office Suite™
    General Ledger
    Multi-entity financial management
    Reporting
    Unlock clarity
    Bill Pay
    Streamline vendor payments
    Document Storage
    Secure & centralized file storage
    Banking
    Complete cash visibility
    Forecasting
    Forecast and plan with accuracy
    Investments
    Unify your portfolio
    Month-end Close
    Allocations
    Prepaids
    Multi-currency
    Operate globally
    Integrations
  • Solutions
    Single family offices
    Everything you need to run a family office, precisely.
    CFOs
    Gain complete clarity across your operations.
    Multi family offices
    Grow your practice with real-time insight across families.
    Controllers
    Save time and close your books faster.
    Accounting firms
  • Security
    Security center
    Learn about our approach to protecting your assets.
    Trust Center
    Our approach to compliance.
  • Resources
    Family Office resources
    View all Asseta's finance and accounting resources.
    Growth tools
    Free family office downloads.
    Articles
    Educational family office content.
    About us
    Learn more about Asseta AI
    Guides
    How-tos and resources.
    FAQ
    Learn how Asseta can help you.
    Careers
    hiring
    Learn about working at Asseta.
  • Pricing
Sign inSee a demo
Sign inSee a demo
See a demo

Browse all resources

Choose topics or categories you are interested in to see relevant content.

Whitepapers

5 Ways Real Estate CFOs Thrive With Asseta

Learn why top family office real estate finance teams partner with Asseta.

Josh Summerford, CPA, Accounting & Tax Content Writer
Whitepapers
March 5, 2025
Real estate
Multi-entity
General Ledger
Family Offices
Reporting
Whitepapers

2025 Family Office Playbook: Key Takeaways from Our In-Depth Analysis

As we approach 2025, family offices are poised for significant evolution and agility. We analyzed the leading private wealth managers whitepapers and surveys. Here is what we learned.

Asseta HQ
Whitepapers
December 14, 2024
Family Offices

Resource center

Whitepapers

Browse Asseta's long-form accounting and financial insights.

5 Ways Real Estate CFOs Thrive With Asseta

Learn why top family office real estate finance teams partner with Asseta.

Whitepapers
March 5, 2025

2025 Family Office Playbook: Key Takeaways from Our In-Depth Analysis

As we approach 2025, family offices are poised for significant evolution and agility. We analyzed the leading private wealth managers whitepapers and surveys. Here is what we learned.

Whitepapers
December 14, 2024

5 Ways Real Estate CFOs Thrive With Asseta

Learn why top family office real estate finance teams partner with Asseta.

Whitepapers
March 5, 2025

2025 Family Office Playbook: Key Takeaways from Our In-Depth Analysis

As we approach 2025, family offices are poised for significant evolution and agility. We analyzed the leading private wealth managers whitepapers and surveys. Here is what we learned.

Whitepapers
December 14, 2024
  • 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
    • Single family offices
    • Multi family offices
    • CFOs
    • Controllers
    • Accounting firms
    • Technology & operations
  • Resources

      • Security Center
      • Resource center
      • Whitepapers
      • Articles
      • Budget & Expense TrackerFamily Office Chart of AccountsMission Statement GeneratorFAQ
    • Company

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

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

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

    Understood