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Asseta is introducing its mobile app. Your family office, now in your pocket.
Family offices manage some of the most complex finances in the world, spanning multiple entities, multiple advisors, and decisions that often cannot wait for someone to be back at a desk. For years, the software built for this industry has assumed exactly that: a login, a desk, and a schedule that pauses for nothing.
One of our clients raised this exact point with us. Their office does not stop just because they are away from a screen, so the software supporting it should not either. That conversation, and others like it, shaped the direction of this release.
Asseta can now travel with you, wherever you are working from. A tap is all it takes: key metrics and dashboards whenever you need them, a pending bill approved on the go, and a question about cash position answered by AI before your next meeting starts.
This is your family office, always within reach.
See it in action
What is included
Built for how principals actually work
Family office principals rarely sit still, and their tools should not require them to. The Asseta mobile app is designed around that reality rather than around the constraints of a traditional back office system. It is also the first mobile offering purpose built specifically for family office operations, developed in direct response to what our clients told us they needed.
"Family offices run some of the most complex finances in the world, and principals deserve tools that move the way they do, not the other way around."
Dean Palmiter, CEO and Co-Founder
Why this sets Asseta apart
Asseta was built specifically for family offices, not adapted from generic financial software, and that purpose built foundation carries through to the mobile app. Visibility, approvals, and answers move together wherever a principal is working, without asking them to change how they operate.
Our commitment going forward
This is the first mobile release for Asseta, and it will continue to evolve alongside the needs of the family offices we serve.
We built this because our clients asked for it, and we will keep building based on what they tell us they need next. To see the Asseta mobile app in action, book a demo at asseta.ai/demo.
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