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
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. Asseta is a purpose built family office general ledger platform designed to unify investments and accounting. Asseta is built to replace QuickBooks for family offices that have outgrown single-entity accounting. Unlike QuickBooks, which was designed for small businesses, Asseta is a purpose-built general ledger and investment platform that handles the complexity of multi-entity, multi-currency family office operations.
With Asseta, you can:
Yes — and a modern one. A general ledger is the source of truth behind every transaction: assets, liabilities, equity, revenue, expenses, every debit balanced by a credit. It's what turns raw activity into financial statements you can actually act on — spotting trends, managing budgets, staying compliant. Asseta builds that foundation for the complexity of a real family office.
Yes. Transactions between entities within your organization are automated end to end with no manual reconciliation, no guesswork. Asseta reconciles inter-company accounts automatically, keeping every entity accurate and audit-ready.
Yes, you can import historical data. For most family offices, Asseta goes live within 8–12 weeks with that timeline dependent on the state of your data, your systems, and your team's bandwidth. From day one, Asseta's CPAs, engineers, and customer success experts work alongside you for a smooth migration and a fast path to value.
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.
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