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Family offices are drowning in spreadsheets. Accounting lives in one place, banking in another, investments somewhere else, and documents… well, who knows. Every month, controllers and CFOs burn hours stitching it all together just to answer simple questions like: Where’s our cash? How did we perform? What’s our exposure?
It doesn’t have to be this way.
Asseta AI is The Intelligent Family Office Suite™ - built to unify your entire operation in one platform.
Why Asseta AI
Family offices need clarity, not chaos. With Asseta, you get:
- Time back. Automate accounting, consolidations, reporting, and compliance.
- One source of truth. Unify banking, accounting, investments, and documents.
- Enterprise-grade security. SOC 2 Type II, granular permissions, built for privacy.
- Real-time visibility. Dashboards and AI insights that cut through complexity.
- Sharper strategy. Surface intelligence that helps principals and CFOs move with confidence.
As one of our customers put it:
“In today’s complex financial landscape, clarity and agility define success. Asseta delivers exactly that.”
What You Get
Asseta is a modular, ultra-secure suite designed for the modern family office.
- Multi-Entity General Ledger
- Unified Banking
- Bill Pay & Collectibles
- Cashflow Forecasting
- Investments & Reporting
The result? A single GAAP-aligned system that eliminates fragmentation, accelerates close, and improves decision-making.
Built to Scale, Built to Protect
Family offices are responsible for safeguarding legacies.
Asseta scales with your structure, automates the manual work that slows teams down, and connects seamlessly with banks, custodians, and data providers.
No more late nights reconciling across 40 entities. No more risk of a spreadsheet error changing a decision that matters. Just clarity, compliance, and confidence.
The Bottom Line
Asseta AI is how family offices protect and scale wealth for generations.
Trusted by the world’s most sophisticated single and multi-family offices.
