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How to custom code your accounting data.

How Asseta Simplifies Accounting for Single Family Offices

Traditional accounting softwares and spreadsheets hinder Family Office wealth and finance preservation.

Articles
November 5, 2024

Why it's Time to Modernize your Family Office Systems

Less VLOOKUPs, more clarity, more control, greater wealth preservation.

Articles
October 31, 2024

Why Specialized Accounting Software is Essential for Family Offices

Specialized accounting software is essential for family offices due to the unique demands of managing complex, multi-generational wealth.

Guides
October 29, 2024

Asseta is featured in Forbes Family Office Software Roundup

The annual family office software roundup gave valuable insights to Family Offices.

Articles
October 25, 2024

Top 10 Technology Essentials to Digitize your Family Office

Learn how to digitize wealth management, leverage AI, secure generational legacies, and embrace advanced tools for real-time data consolidation.

Guides
October 23, 2024

Critical Accounting Processes for True Financial Consolidation

While FP&A tools excel at forecasting and planning, they stumble when tasked with the meticulous art of true consolidation.

Articles
October 9, 2024

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

How Real Estate Firms Should Code their Chart of Accounts

A comprehensive guide on how real estate firms should structure and code their chart of accounts for effective financial tracking and reporting.

Guides
October 1, 2024

How to buy an ERP system

Outgrowing single entity systems like QuickBooks and Xero is inevitable for a lot of multi-entity businesses and family offices, but shifting to a large financial ERP system may not be the route for you.

Articles
September 19, 2024

Family Office Accounting Dimensions: Slicing and dicing your data like a Fruit Ninja

How configuring your accounting data helps you make better decisions.

Articles
June 26, 2024

Building a chart of accounts for your business

How to build a powerful chart of accounts.

Guides
June 12, 2024

Why 75% of ERP Upgrades Fail

Why and how to avoid ERP failures for Family Offices.

Articles
May 24, 2024