Welcoming Mark Wickersham as Director of Strategic Partnerships

Mark Wickersham joins to build the partnerships that will help modernize family office operations.

Asseta HQ
Company News
January 23, 2026
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Articles

Prismatic announces the launch of its revolutionary financial management platform

Prismatic launches it's revolutionary cloud accounting solution.

Dean Palmiter
Articles
February 5, 2024
5 Min
Company news
Guides

Resource: 6 ways QuickBooks is holding your family office back

CFOs, Accountants and Controllers believe these 6 reasons why QuickBooks is throttling your potential.

Asseta HQ
Guides
January 25, 2024
6 Min
QuickBooks
Chart of accounts
General Ledger
Multi-currency
Private Equity
Articles

Why it's hard to accurately report with legacy non Family Office accounting software

Why are there significant reporting limitations for legacy finance systems?

Josh Summerford, CPA
Articles
January 19, 2024
5 Min
QuickBooks
Guides

What are APIs and how should family offices think about them?

APIs play a crucial role in enabling the integration of diverse software systems.

Daniel Kennedy
Guides
January 11, 2024
4 Min
Integrations
Guides

What are some best practices to keep your family office chart of accounts clean?

How to maintain a clean, streamlined, and organized chart of accounts.

Asseta HQ
Guides
January 4, 2024
5 Min
Chart of accounts
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Chart of Accounts for Family Offices

Download our chart of accounts template for family offices, our #1 downloaded asset.