Purpose-Built for Single Family Offices

Visibility

See the entire financial landscape — entities, banks, brokerages, investments, vendors, and documents — in one centralized database.

Automation

Replace manual spreadsheets with automation that handles aggregation, reconciliation, categorization, approvals, and more.

Control

Establish robust governance with approval workflows, permissions, audit trails, and automated compliance.

Multi-entity financial management

Unify entities, accounts, and assets under one scalable general ledger. Asseta gives you real-time visibility, consolidated reporting, and effortless roll-ups across every structure.

Simplify while you scale

Centralize control across your family’s operating companies, real estate holdings, and investment vehicles. Integrate with your existing systems through Asseta’s secure API.

Manage approvals and audit trails

Replace fragmented workflows with precision governance. Asseta automates approvals, permissions, and audit logs giving you confidence and accuracy across your entire portfolio.