Win the deals to make your mark with accounting software rooted in visibility, security and truth.
BUILD YOUR LEGACYLegacy tools weren't built to support the complexity of modern family offices. Asseta is an intelligent financial ecosystem that gives you the visibility to build with vision.
A unified platform that drives a healthy financial ecosystem.
All of your entities, accounts and investments in a single system to streamline month end close.
Investment-aware data and custom dimensions for intelligence tailored to you.
Seamlessly manage vendors, implement approval workflows and control spend.
Make manual data reconciliation a thing of the past.
Asseta connects to 15K+ financial institutions and applications through integrations and API connectivity.
Direct integrations with 15K+ financial institutions puts an intelligent ecosystem at your fingertips.
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Join an Asseta event for the conversations, the insights and the networking to stay ahead.
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September 22, 2026
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8:30 am
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Park House Dallas
Brought to you by Asseta, ORCA, and HCVT
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September 8, 2026
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6:30 pm
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L'Adresse NoMad
Hosted by Asseta
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September 22, 2026
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11:45 pm
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Park House Dallas
Brought to you by Asseta, HCTV, ORCA
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
Yes, this is part of Asseta’s native offering. Tag transactions and balances by fund, entity, family member, asset class, investment vehicle, project, or any custom dimension that matters to your office. Slice the data your way, run reports at any level of granularity, and see the full picture with no spreadsheets required.Your accounting should reflect the real complexity of your portfolios. With Asseta, it finally does.
Yes. With Asseta you can build tailored financial reports with filters, custom groupings, calculated fields, and dimensional analysis, with no engineering ticket required. Combine tables, charts, and KPIs into dashboards configured by role, entity, or preference. Or start from templates built for family office summaries, GP/LP performance, and investment allocation. Save, schedule, and share with any stakeholder, internal or external.
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.
Asseta is the only intelligent family office suite built to unify accounting, banking, and investments in a single system of truth. No generic software, no workarounds. It’s a platform designed around the way multi-entity, multi-asset family offices actually operate.
With Asseta, you gain:
With Asseta you’re choosing clarity, control, and a team focused entirely on your success.
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.
Yes. You can configure required dimensions by transaction type, entity, or account, and Asseta keeps every entry complete and accurate, always prompting users for missing fields before anything posts. Consistency is built in.
Yes. Charts of accounts are fully customizable. Add, edit, or deactivate accounts, build custom types and subcategories, and structure your chart to match how your office actually works, whether that's family office standards, investment firm structures, or operating business needs. Changes reflect in real time across every entity.
Yes. Asseta integrates seamlessly with QuickBooks and has 15K+ direct integrations with financial tools and institutions. You can move your historical data over cleanly as you upgrade to multi-entity management and real consolidation.
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