Asseta

Asseta

Asseta.ai
FundView General Ledger

FundView General Ledger

Fund Accounting Solution Technologies
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About

Asseta is a comprehensive, AI-powered platform designed to streamline the financial operations of family offices, enabling them to manage wealth and accounting with efficiency and clarity. It provides robust tools for tracking investments, cash flow, multi-currency transactions, and complex ownership structures, offering real-time insights and customizable reports. With its seamless integration capabilities, Asseta allows users to consolidate data from multiple sources like QuickBooks, Bill, and Ramp into one centralized system. The platform also supports automation of routine financial tasks such as allocations, bill payments, and month-end close processes. Tailored for scalability, Asseta helps family offices streamline their financial operations and enhance visibility across entities and currencies globally.

About

FundView General Ledger provides a true fund-based accounting solution to manage the operations of your organization. Standard features include integrated budget management, simplified reporting, cash management and support of consolidated cash. FundView General Ledger is a web-based solution that is the core of your organization’s financial operations. Easily manage your budget process, consolidated cash and reporting requirements using software written specifically to support the fund-accounting requirements of local governments. Drill-down to source entries with complete audit trail for all transactions. Cash management for multiple bank accounts and consolidated cash equity.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Asseta is designed for family offices, wealth managers, and financial professionals seeking an advanced solution for managing complex financial and accounting operations at scale

Audience

Fund-based accounting solution to manage the financial operations of local governments

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$32 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Asseta.ai
Founded: 2023
United States
www.asseta.ai/

Company Information

Fund Accounting Solution Technologies
Founded: 2008
United States
fastsw.com

Alternatives

Alternatives

The Archway Platform

The Archway Platform

SEI Family Office Services
AME General Ledger

AME General Ledger

AME Software
FundCount

FundCount

FundCount Americas
Sahaj Accounting

Sahaj Accounting

Sahaj Software

Categories

Categories

Integrations

Amazon Web Services (AWS)
Google Sheets
Gusto
QuickBooks Online
RUN Powered by ADP
Ramp
Slack
Stripe
Xero

Integrations

Amazon Web Services (AWS)
Google Sheets
Gusto
QuickBooks Online
RUN Powered by ADP
Ramp
Slack
Stripe
Xero
Claim Asseta and update features and information
Claim Asseta and update features and information
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