The Intelligent
Family Office Suite®

Absolutely, one click exports every report. You can export Excel with formulas and formatting intact for deeper analysis or PDFs for a polished presentation. Automate the distribution, too, with scheduled exports straight to email or shared folders.

Yes. Tailored reporting, a unique chart of accounts, custom integration mapping and additional support are part of the service Asseta builds around your office, during onboarding and beyond.

We are always optimizing the experience to ensure you have the most modern family office financial solution. Product updates happen quarterly at minimum, and  we ship new features and enhancements on a regular cadence, keeping the platform ahead of the industry and in front of what your office needs next.

Yes, Asseta is SOC 2 Type II compliant and independently audited. That means rigorous standards for data encryption, access controls, system monitoring, and operational security are built to protect the trust your families place in you. Visit our Trust Center to see our compliance status in real time.

A full library of reports are ready, built for multi-entity, multi-asset complexity from day one:

• Consolidated and entity-level balance sheets and income statements
• Trial balances
• General ledger reports with full drill-down
• Variance and budget-vs-actual analysis
• Reports by any dimension you configure: asset class, family member, fund, and beyond

Every report supports dimensional filters, date ranges, and comparison periods, so you can zoom from the boardroom view to the granular detail in a click.

Yes, Asseta scales with the financial needs of your office.

For single-family offices, Asseta is the modern general ledger and investment platform that retires the spreadsheets, consolidates every entity, and gives you real-time visibility across all your assets and accounts.

For multi-family offices, Asseta supports multiple client structures, inter-company accounting, and consolidated reporting, all with the security, permissioning, and transparency your families expect.

One family's wealth or many, Asseta gives your family office the clarity and control to run accounting, investments, and operations from a single platform.