Asseta vs AgilLink

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Asseta

Category
Artificial Intelligence

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.

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agillink logo

AgilLink

Category
Accounting

AgilLink enables firms to scale their bill pay and client accounting operations while adding more control and security. Our solution automates the bill payment lifecycle by integrating document imaging, approval workflow, embedded banking, financial accounting and investment data integration.

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Company
Employees

  • 11 – 25

Revenue

-

Founded

  • January 2023

Incorporated

-

Locations

  • New York City

AUM

$11B

Avg. AUM per client

-

Ownership

  • Owned by management
  • External investors (neither clients nor staff)


50-100


-


1976


An RBC company and affiliate of City National Bank


United States of America


El Segundo, California


United States


-


-

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
  • Investment & Financial Advisors (RIAs/IFAs)


Over 300 clients and 5000 users

Product
Main Tasks

  • Consolidated Reporting
  • Data Aggregation

Top features

  • Custom Reports

Assets supported

  • Cash & Equivalents
  • Alternatives
  • Art & Collectibles
  • Commodities
  • Cryptocurrency
  • Digital Assets & Crypto Currency
  • Equities
  • Gold & Precious Metals
  • Real Estate
  • Private Equity Funds
  • Venture Capital
  • Foreign Exchange
  • Direct Private Equity

Compliance

-

Whitelabel

  • No


  • Accelerator
  • Data aggregation
  • Portfolio management
  • Consolidated reporting
  • Accounting


  • Integrated accounting
  • Mobile App
  • Transparency
  • Data aggregation and management
  • Consolidated and bespoke reporting


  • Alternatives
  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectables (luxury cars, boats, high-value jewellery)


-


Yes

Technology
Type Of Software

  • SAAS

Ecosystem

-

Integrations

  • Payroll (ADP, Gusto)
  • Wealth Management (Addepar, Asora, Black Diamond, LandyTech, MyFO)
  • Payables (Bill, Ramp, Brex, Stripe)
  • Banking (12000+ institutions)
  • Tax + K-1s (Juniper Square, Arch)

Mobile App

  • Yes

-


Serviced software, SAAS


-


-


  • Addepar
  • Risclarity
  • InvestLink


Yes