Asseta gives you full visibility to build what matters.
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Multi-entity
See and control all of your entities in one place
Streamline month-end close with easy multi-entity consolidation
Scalable
Manage all accounts, entities and investments in a single system
Scale cleanly as complexity increases
Multi-dimensional
Codify your accounting data with custom dimensions
Gain full control over your financial data
Multi-asset
Cash, public markets, private equity, homes, art, and more
Comprehensive balance sheets and net worth
A dashboard designed for daily use. AI-powered automated workflows give you real-time insights with impact.
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Company transactions, assets,
liabilities, equity, revenues and
expenses all in one place.
See all your banking, investments and accounting in one platform with integrations for all your institutions.
Manage complex accounts payable
and multi-entity expenses in a single system of record.
Real-time, custom dimensions
deliver intelligence tailored to the unique needs of your family office.
Customize your dashboard and reporting across multiple dimensions with real-time data and automated, consolidated roll-ups.
AI automation and real-time bank integrations track cash inflows / outflows to help you forecast with confidence.
Unified multi-entity accounting, investments, banking, and partnership structures into a single system.
High-value collections tracking across alternative asset types and liquid holdings embedded directly into the platform.
Integrated Document Vault automates the ingestion, classification, and reconciliation of financial documents.
Direct integrations with 15K+ financial institutions puts an intelligent ecosystem at your fingertips.
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Investments
Investments
Investments
Investments
Investments
Investments
Productivity
Investments
Payments
Banking
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