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Multi Family Offices
Integrated finance and accounting software for multi-family offices
Consolidate, integrate and streamline finance and accounting operations for your clients.
Precision cash-flow
Ensure there is always enough cash on hand to meet funding commitments and operate efficiently.
Close in hours
Automate your month-end close process. Leverage technology to streamline your workflow and close your books in hours.
Automated eliminations
Eliminate inter-company transactions across your entities automatically with Asseta's accounting automation features.
Integrate
Unify finance for multi family offices
Transform your finance operations with Asseta's robust and scalable multi-entity general ledger, built for multi-family office operations.
Simplify
Reduce complexity and maintain scale at the same time
Centralize control across your diverse asset portfolio. Tackle complex transaction and spend policies across every family business. Integrate with your favorite technology with Asseta's API.
Manage
Easily manage complex ownership structures
Ditch the spreadsheets and unlock financial clarity with Asseta's partial ownership engine. Effortlessly build workflows to automate transaction splitting.
Built to scale with you
Connect your favorite tools, effortlessly implement in weeks and transact in hundreds of currencies.
Integrate
Push real-time data to one centralized accounting platform with Asseta's API. Integrate with your favorite apps like Quickbooks, Bill, Ramp, Yardi, Stripe and Plaid.
Implement in weeks
Streamline your transition with our agile process and avoid lengthy month-long implementations. Benefit from the support of a dedicated team of customer success personnel, ensuring a smooth and efficient transition.
Operate globally
Transact in 180+ currencies across all of your entities. Automatically book unrealized gains/loses. Set entities base currencies and consolidate through simplified currency translation.
Family office finance teams are making the switch to Asseta
Find out why top finance teams leverage Asseta to scale their operations:
Between my time in public accounting and corporate finance, having assisted dozens of clients, I have never seen such a modern take on financial management software before. From an ease of use, automation, and enhanced financial clarity perspective, Asseta hits the nail on the head.
Prior to Asseta, we would have to wait for weeks to receive standard financial reports from our accounting team. Now our accountants build consolidated financial reports broken out by entity and other dimensions in minutes. It has cut our reporting efforts by more than 90% and improved our financial visibility and controls greatly.
Profit and Loss reporting was taking days to build manually in Excel. Asseta was easy to set up and makes it easy for us to analyze our business by location, class, department, source and other dimensions in real time. It helped me recognize where our margins were to invest more and grow the business.
We are always looking for smart ways to streamline the month end close and implement controls. Asseta's solution brings everything together in one place and organizes data from multiple sources.
Month-end can be a real pain when trying to consolidate financials from hundreds of subsidiaries. Asseta's solution is brilliantly architected to do just that. Automating inter-company activity is easy and painless. Their platform is a game changer in the outdated accounting/ERP arena.
