Solutions built to support every role in the organization.

Principal

Get the insights to keep your winning streak. Asseta replaces your fragmented legacy tools with a single platform to deliver your real-time source of truth. Unified multi-entity accounting, real-time cash flow visibility, and secure asset consolidation all in one place gives you the confidence your wealth is protected, and growing.

How we support Principals

CFO

Asseta is a powerful solution built to unlock the insights that let you make bold decisions for the family office. Unlock financial foresight, report in real-time with confidence and simplify operations, all with the security and granular controls you need to manage family office financials with precision.

How we support CFOs

CIO

Replace disconnected tools to streamline governance with industry-leading compliance and data protection. Asseta helps you lower cost of ownership and democratize analytics to drive enterprise-level operational excellence, all while ensuring total information security.

How we support CIOs

COO & CTO

Asseta helps you automate workflows and streamline the complexity of multi-entity structures. SOC 2 Type II and ISO 27001 compliance provide transparency and total data privacy. It’s the single platform that lets you scale your operational footprint without increasing headcount.

How we support CTOs/COOs

Controller

Unify financial tools under one single source of truth, replacing fragmented software stacks and integrating all your tools under a singular solution. Asseta lets you automate financial operations to speed up reconciliation – helping you close in hours, not days.

How we support Controllers

Accounting Firm

Automate intercompany transactions and simplify consolidated financial reporting across multiple entities. Asseta lets you automate financial operations with ease and track transactions across advanced, customized dimensions so you have real-time visibility to build value.

How we support Accounting Firms