Asseta vs Asset Vantage
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
Category
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.
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Asset Vantage
Category
Consolidated Reporting
Based in the USA, Asset Vantage offers an intelligent technology platform leveraging integrated performance reporting and general ledger technology. Providing a consolidated view of the family office's entire net worth, Asset Vantage is a tool for single family offices, multi family offices and CPA firms to gain a holistic view of financial health.
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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
- 50-100
-
- 2011
- Owned by management
- External investors
- United States of America
- Stamford, CT, USA
- Mumbai, India
- Pune, India
- Singapore
- United States of America
- India
- GCC – (UAE, Bahrain, Oman, KSA)
- United Kingdom
- Australia/New Zealand
-
- $150-200 million
Client
Focus
- Single family offices
Secondary focus
- Individual wealth owners,
- Multi-family offices,
- Fund managers,
- Funds of funds,
- Software and technology providers
-
- Single-family offices
- Individual Wealth Owners
- Multi-Family Offices
- Financial advisors
- Accounting Firms
- Trust Companies
- Banks & Institutions
- 220+ SFOs Directly
- 25+ MFOs/CPAs (130+ Families Served)
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
- No
- Partnership Accounting
- Consolidated Reporting
- Portfolio Analytics
- Data Aggregation
- Document Management
- Consolidated view across all liquid and illiquid Asset Classes & Entity Structures
- Multi-Period performance & benchmarking
- Partnership accounting and entity look-through
- Global listed equities & fixed income traded asset pricing
- Integrated General Ledger
- Consolidating & Multi-Period Balance Sheet & Trial Balance
- Consolidating & Multi-Period Income Statement
- Capital Flow Reporting
- Fully Configurable & exportable widget dashboard across Performance Reporting
- Custodian transactions sync & reconciliation
- Document Vault
- Integration with Bill.com
- Check Writing
- User Permissions & Entitlements
- Transparent Pricing
- Bankable Assets
- Private Equity
- Real Estate
- Derivatives
- Private Assets (e.g. collectables, luxury cars, boats, high-value art etc)
- Venture Investments
- GDPR
- SOC/SOC 2
- Yes
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
- Yes
-
- SaaS/Serviced Software
- TLS (HTTPS) end to end
- Unique client URLs tied to a VPN
- Encryption for data at rest
- Partners for VAPT
- Unique database and URL
- Linux
- API Integrations available
- Yes