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Mark Wickersham joins to build the partnerships that will help modernize family office operations.
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Asseta AI Achieves SOC 2 Type II Compliance
Reinforcing Our Commitment to Security and Trust
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Family Office Chart of Accounts Template Download
Download our free Family Office Chart of Accounts template.
Family Office Budget and Expense Tracker
Managing the finances of a family office requires precision, transparency, and real-time tracking of multiple revenue streams, operating costs, investment expenses, and family-related expenditures. Without the right tools, keeping financial oversight can become a complex and time-consuming task.
5 Ways Real Estate CFOs Thrive With Asseta
Learn why top family office real estate finance teams partner with Asseta.
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How to Protect your Family Office from a Cyber Attack
A single weak password can cost millions. Here's how to stop cyber criminals in their tracks.
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Acropolis Capital Partners Selects Asseta as Their Family Office Technology Partner
Learn why Acropolis selected and how Asseta enables multi-family offices with the powerful technology.
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Chart of Accounts for Family Offices
Download our chart of accounts template for family offices, our #1 downloaded asset.