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.
Our support is comprehensive, and always within reach. Our team is available by phone, email, and a dedicated Slack channel. You are also backed by tutorials, FAQs, and community resources built to help your team get the most from the platform.
Yes. Asseta is built to support GAAP principles at every level through accrual-based accounting, audit trails, a dimensional chart of accounts, and proper revenue recognition workflows.
Compliance is a partnership and no platform guarantees GAAP-compliant outcomes on its own. Your finance team (controllers, accountants, CFOs) will need to ensure the family office processes align with GAAP standards. Our job is to make that work faster, easier, and more reliable.
Your data is hosted on a secure, enterprise-grade infrastructure in the United States, via AWS. Every byte is encrypted in transit and at rest, protected by strict access controls. Your family office finances deserve nothing less.
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