Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Asseta serves as an all-encompassing, AI-driven platform aimed at simplifying the financial management tasks of family offices, empowering them to oversee their wealth and accounting processes with both efficiency and transparency. It offers powerful resources for monitoring investments, cash flow, multi-currency dealings, and intricate ownership frameworks, delivering real-time analytics and personalized reporting options. Through its ability to integrate seamlessly, Asseta enables users to gather data from various platforms, including QuickBooks, Bill, and Ramp, into a singular, unified system. Additionally, the platform facilitates the automation of routine financial responsibilities, such as allocations, bill payments, and the month-end closing procedures. Designed with scalability in mind, Asseta not only enhances the efficiency of financial operations for family offices but also improves visibility across diverse entities and currencies on a global scale, thereby fostering informed decision-making. This comprehensive approach allows family offices to focus more on strategic planning and less on administrative burdens.
Description
Enhance your investment operations by utilizing real-time data that is seamlessly integrated across all workflows from the outset. Let go of outdated technology as you pave the way for the future of investment accounting while providing your clients with exceptional speed and innovative digital experiences. Adapt swiftly to new regulations, maintain oversight, and effortlessly integrate emerging asset classes, including cryptocurrencies. Prepare for future growth, boost operational efficiency, and significantly cut costs while managing general ledgers and NAV values alongside portfolio holdings and cash. This system is engineered to process virtually unlimited data volumes, bypassing the typical limitations of relational databases. With its cloud-native design, big-data database capabilities, and distributed architecture, it ensures near real-time business continuity and effective disaster recovery solutions. Furthermore, this approach allows for greater flexibility and agility in responding to market changes and client needs.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Amazon Web Services (AWS)
Yes
Google Sheets
Yes
Gusto
Yes
QuickBooks Online
Yes
RUN Powered by ADP
Yes
Ramp
Yes
Slack
Yes
Stripe
Yes
Xero
Yes
Integrations
Amazon Web Services (AWS)
No
Google Sheets
No
Gusto
No
QuickBooks Online
No
RUN Powered by ADP
No
Ramp
No
Slack
No
Stripe
No
Xero
No
Pricing Details
$32 per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Asseta.ai
Founded
2023
Country
United States
Website
www.asseta.ai/
Vendor Details
Company Name
FundGuard
Founded
2018
Country
United States
Website
www.fundguard.com
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
No
Billing & Invoicing
No
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
No
Payroll Management
No
Project Accounting
No
Purchase Orders
No
Tax Management
No
Product Features
Fund Accounting
Accounts Payable
No
Accounts Receivable
No
Activity Tracking
No
Asset Management
No
Bank Reconciliation
No
Budgeting & Forecasting
No
Compliance Management
No
Donor Management
No
General Ledger
No
Partnership Accounting
No
Purchasing & Receiving
No