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Download our chart of accounts template for family offices, our #1 downloaded asset.
Multi-entity partnership accounting
Investments data aggregation
Audit-ready from day one
For COOs & CTOs
Real-time multi-entity visibility, secure API integrations, and workflow automation built for modern family office operations.
Asseta is an institutional-grade operating system designed to eliminate fragmented legacy tech stacks, unlock real-time financial insights, and automate complex workflows with total security.
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Secure, AI-driven categorization and reconciliation cut manual data processing time to close the month-end in hours. Human-in-the-loop approval ensures explicit review is maintained.
Manage intricate ownership allocations, trusts, and LLCs seamlessly via robust API integrations with custodians. Scale your operational footprint without increasing headcount.
Unified dashboards track key performance indicators instantly across all subsidiaries. SOC 2 Type II and ISO 27001 compliance provide transparency and total data privacy.
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
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