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 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.

On average, Asseta takes 8–12 weeks to go live, and every step is guided. Timeline depends on the state of your data, your technology needs, and your team's bandwidth, but you're never navigating it alone. Asseta's CPAs, engineers, and customer success team work directly alongside you from day one.

Yes. We bring our whole team behind you so you can move quickly ahead. Our team brings 50+ years of financial software management to your team. You get direct access via Slack, email, and scheduled calls, with response times under an hour. When you need us, we're already there.