Asseta vs Abbove

You are looking for alternatives to Asseta. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

Asseta

Accounting

Asseta (formerly Prismatic) is the intelligent family office suite built to streamline operations, enhance transparency, and optimize investment visibility for family offices and high-net-worth individuals. Offering a 360° real-time view of your wealth, businesses, and investments.

Abbove

Consolidated Reporting

Abbove develops a wealth planning technology for financial advisors that want to serve their clients with a structured and holistic approach to their wealth. This Belgian platform enhances considerably cooperation by uniting advisors, their clients, data and technology in one place.

Employees

0-10

Revenue

Founded

2022

Incorporated

Locations

New York City

Top 5 Markets

United States of America,
Canada,
Malta,
Switzerland,
France

Total AUM

Avg. AUM per client

Ownership

Owned by management,
External investors (neither clients nor staff),
Clients are also owners

11-50

$2 million

2017

Owned by management
Key staff also have ownership
Owned by a larger corporation

Belgium

Brussels

France
Luxembourg
Belgium
Switzerland
Monaco

$100 billion+

Client

Focus

Single family offices

Secondary focus

Individual wealth owners,
Multi-family offices,
Fund managers,
Funds of funds,
Software and technology providers

Multi-family offices

Single family offices
Multi-family offices
Asset managers
Fiduciaries

900+ advisors
26k+ families (end-users)

Product

Main Tasks

Portfolio & Cost Analysis,
Technology provider,
Consolidated Reporting,
Real Estate,
Real-estate Related Ventures,
Digital Assets & Currencies,
Data Aggregation,
Compliance,
Property Managers

Top features

Custom Reports,
Full Multi-Currency Support,
Proven Agility,
Digital Excellence

Assets supported

Cash & Equivalents,
Alternatives,
Art & Collectibles,
Commodities,
Cryptocurrency,
Commercial,
Digital Assets & Crypto Currency,
Equities,
Gold & Precious Metals,
Bankable or Financial Assets & Funds,
Hedge Funds,
Insurance,
Lifestyle Assets & Rare Collectibles,
REITS,
Real Estate,
Private Equity Funds,
Venture Capital,
Residential,
Warehousing & Industrial,
Real Estate,
Foreign Exchange,
Direct Private Equity

Compliance

Whitelabel

Consolidated reporting
Data aggregation
Succession simulator
Data visualisation
Financial planning simulator

Family structure
Asset inventory
Donation inventory
Ownership framework
Interactive structure diagrams
Secured digital vault
Financial planning tool
Inheritance tax simulator
Smart reporting tool
Third party access

Bankable assets
Private equity
Real estate
Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
Insurances
Companies
Liabilities

GDPR

Technology

Type Of Software

SAAS

Ecosystem

Integrations

Accounting (Quickbooks, Xero),
Payroll (ADP, Gusto),
Wealth Management (Addepar, Vyzer, MyFO, Kubera),
Payables (Bill, Ramp, Brex, Stripe),
Banking (12000+ institutions),
Reporting (Tableau, Looker, Snowflake, PowerBI, Sheets),
Tax + K-1s (Juniper Square, Arch),
Administrative (Office365, GSuite, Slack)

Mobile App

SaaS

ISO 27001 certified by Summer 2021.Protection
SSL protocol data encryption
Access account is protected by a double SMS authentication system
Vulnerability tests
Third party security assessment reports

API
File integration framework
Banking aggregation
File upload

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