Request a demo

"I'd been searching the family office software market for years and finally found a platform that seems to have hit the nail on the head. The Asseta team has a great vision and knows exactly what we are looking for from a technology partner. It is some of the best if not the best software we've seen."
Kyle Fritz
Founder & Managing Partner
Acropolis Capital Partners
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Request a demo

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
"I'd been searching the family office software market for years and finally found a platform that seems to have hit the nail on the head. The Asseta team has a great vision and knows exactly what we are looking for from a technology partner. It is some of the best if not the best software we've seen."
Kyle Fritz
Founder & Managing Partner
Acropolis Capital Partners

Request a demo

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
"I'd been searching the family office software market for years and finally found a platform that seems to have hit the nail on the head. The Asseta team has a great vision and knows exactly what we are looking for from a technology partner. It is some of the best if not the best software we've seen."
Kyle Fritz
Founder & Managing Partner
Acropolis Capital Partners
Trusted by the world's leading family offices

FAQ

Some frequently asked questions about our service.

Read all FAQ items

Can I import historical data?

Yes, Asseta supports unlimited data importation. We provide tools and support to facilitate the migration of your financial data from existing systems into Asseta, ensuring a smooth transition and minimal disruption to your operations.

Does Asseta integrate with Quickbooks?

Yes. Asseta integrates seamlessly with QuickBooks, in addition to many other financial tools. This integration allows for the smooth transfer of financial data from QuickBooks into Asseta, facilitating an upgrade path for businesses that need more robust features like multi-entity management and financial consolidation without losing their historical data.

Learn more about Asseta's integration partners.

Does Asseta replace Quickbooks Online?

Yes. Asseta is a standalone general ledger accounting platform designed to run business financials.

For those looking to stay with QuickBooks, Asseta integrates securely with QBO via secure API integration.

How long does it take to implement Asseta?

Our average customer goes live within 2-8 weeks. The timeline depends on the state of your data, technology needs, and resource capacity. Asseta's team of CPAs, engineers, and customer success personnel will work directly with you to ensure an efficient implementation.

How often does Asseta release updates?

We regularly update our platform to introduce new features and enhancements, typically on a quarterly basis. These updates are designed to improve functionality, enhance user experience, and incorporate the latest advancements in financial technology.

Is Asseta a general ledger?

Yes.

A general ledger forms the basis of a company's accounting system. It documents all company transactions, such as assets, liabilities, equity, revenues, and expenses. Every entry includes a debit and a credit, which must always balance to maintain accurate financial records.

The general ledger plays an integral role in producing financial statements. It helps businesses track their financial performance over time, allowing them to identify trends, manage budgets, and make informed financial decisions. The general ledger also assists in ensuring compliance with financial regulations and standards, as it provides a complete and accurate record of all financial transactions carried out by the company.

Learn more about Asseta's Intelligent General Ledger here.

Is Asseta secure and is my data safe?

Asseta is SOC 2 Type 2 compliant and prioritizes the security of your financial data with advanced encryption, regular security audits, and compliance with industry standards. Our platform uses multi-factor authentication and continuous monitoring to detect and prevent unauthorized access, ensuring that your financial information remains confidential and secure.

Is Asseta suitable for single-family and multi-family offices?

Asseta is built for single and multi family offices operating complex portfolios and multiple legal entities.

What is the advantage of choosing Asseta?

Asseta is the only modern all-in-one platform exclusively dedicated to the needs of Family Offices. Our pace of innovation makes us the clear leader in software solutions for our clients.

What type of support does Asseta offer its users?

Asseta offers comprehensive support through a dedicated customer service team, available via phone, email, and Slack channel. We also provide extensive online resources, including tutorials, FAQs, and community forums, to help users maximize the benefits of our platform.