Asseta

Every bill handled. Every payment controlled. With Asseta Bill Pay, capture, code, approve, and pay every bill from one place with controls that match how your entities operate. See your money move in real time.

Today we’re celebrating 10,000 followers in our LinkedIn community. Family office software is a focused category, and we’re glad to see a growing audience paying attention to it. Thank you to our clients, partners, and everyone following Asseta along. We’re just getting started.

Onboarding used to mean a trade between speed and depth. Now teams can have both. Join Dean Palmiter, Co-Founder & CEO at Asseta, and Tomas Hurcik, Co-Founder & CEO at ORCA, for a live webinar, Tuesday, October 27 at 12:00 PM ET. They’ll walk through: → How each team applies AI at every stage of the client journey → What happens from first contact to a fully active relationship → How faster onboarding shortens time to value → Time for your questions If you own the client experience or the tech behind it at a family office or wealth management firm, this session is worth your time. Save your spot: https://lnkd.in/djuvVZE5

Real-time reporting that delivers real insights. Consolidated or standalone, high-level or granular, Asseta Financial Reporting draws straight from the ledger, so they’re always current, always accurate.

Introducing Asseta Partnership Accounting. Complex structures, simply accounted for. Partnership structures get complex. Your accounting should not be more complex than your structure. Ownership updates automatically on every transaction. A new LP or a non-pro-rata allocation is recalculated in real time. Every ownership change is recorded as it happens, so historical cap tables stay accurate and auditable for any date. LP capital accounts are fully automated, with no spreadsheet reconciliation. This is partnership accounting built for the way your structures actually work. See it in action below. Book a demo at asseta.ai/demo

Two rooms. 30 seats. Dallas. Last Tuesday, Asseta joined ORCA and HCVT at Park House Dallas for a full day with the family office community: a breakfast for single family office executives, followed by a lunch for multi-family offices. Around the tables: operators and advisors shaping how family offices run, from single-family leaders rethinking their tech stack to multi-family offices weighing what to build, replace, or leave alone. To everyone who joined us in Dallas: thank you for the conversation and for building toward what's next in family office operations, together. For more events, visit: https://lnkd.in/gQxzkqUG