For Controllers
A single source of truth so you can close in hours and save valuable resources.
Asseta gives you the foresight to unlock insights. Powered by your data and fully customizable, it provides the data you need to navigate family office decision making with ease.
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AI matching and OCR-powered document processing extract data, eliminate manual entry, and speed up bank reconciliations. Close in hours, not days.
Asseta consolidates banking, bill pay, investment portfolios, and multi-entity general ledger into one GAAP-aligned system to replace fragmented software stacks.
Slice, consolidate and tag data across complex structures (by fund, asset class, family member, or project) and build real-time, custom-coded dashboards.
Modernize your tech stack in months with agile, rapid implementation to deliver comprehensive visibility at the speed of finance.
Today
Day 30
Day 60
Day 90
GET STARTED SETTING UP
YOUR ACCOUNT
GET COMFORTABLE WITH TOOLS
AND REPORTING
Ask Why You Didn't Switch
Last Year
100% of Reporting
Moved to Asseta
Today
GET STARTED SETTING UP
YOUR ACCOUNT
Day 30
GET COMFORTABLE WITH TOOLS
AND REPORTING
Day 60
Ask Why You Didn't Switch
Last Year
Day 90
100% of Reporting
Moved to Asseta
Direct integrations with 15K+ financial institutions puts an intelligent ecosystem at your fingertips.
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