Built for Multi-Family Offices and RIAs

Manage

Easily manage complex multi-entity ownership structures. With Asseta you can split ownership seamlessly across all of your entities.

Simplify

Centralize control across your diverse asset portfolio. Tackle complex transactions and spend policies across every family business. Integrate seamlessly through our API.

Unify

Unify financial operations for all your clients. Asseta's robust and scalable multi-entity general ledger is built for multi-family offices and multi-client operations.

Implement in weeks

Streamline your transition with our agile process in weeks, not months. Our dedicated team supports implementation, ensuring a smooth and efficient transition.

Integrate seamlessly

Bi-directional integration across your core tech stack. Data flows effortlessly between all your core tools ensuring you have a single source of truth and eliminating manual reconciliation.

Operate globally

Transact in 180+ currencies across all of your entities. Set entities base currencies and consolidate through simplified currency translation. Automatically book unrealized gains/loses.