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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Investments
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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
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:
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.
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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