Solution introduction

Unify your family office finance operations

Asseta is an intelligent finance suite that automates workflows, unifies systems, and helps you maximize and preserve wealth with ease

Eliminate fragmentation and combine your business financials
Navigate, report, and consolidate all your entities with one unified platform. Eliminate data silos and integrate your finance tech stack in real-time.

Close every entity on time. Every single time
Speed up your month-end close with instant consolidations and automated inter-company activity.

Make clearer, more strategic financial decisions
Reduce errors, unlock clarity and make more informed decisions.

Eliminate busywork with advanced automation
Automate routine financial tasks, build approval workflows, and save your team time.

Close fast and report even faster
Collaborate on your month-end close. Create real-time reports and dashboards yourself. Find anything in seconds with universal search.

Establish guardrails to maintain clear oversight
Ensure compliance with powerful approval workflows. Maintain visibility with robust audit trails.

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