Asseta vs Etops

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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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etops-logo

Etops

Category
Consolidated Reporting

Etops offers outsourced services for all back-and mid-office tasks. The combination of electronic interfaces based on a unique machine-learning parser technology developed by Etops, which reads and processes bank statements and booking confirmations, ensures a high proportion of custodian bank coverage.

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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


-


  • 2010


  • Owned by management
  • External investors


  • Switzerland


  • Altendorf
  • Zurich
  • Bratislava
  • Lviv


  • Germany
  • Liechtenstein
  • Luxembourg
  • Switzerland
  • France


  • $68 billion


-

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
  • Independent advisors
  • Fund managers
  • Banks


  • 70+

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


  • Consolidated Reporting
  • CRM
  • Compliance (e.g. AML, KYC, regulatory reporting)
  • Portfolio management
  • Trading (orders only)
  • Data aggregation
  • Risk management
  • Impact/ESG reporting


  • Consolidated reporting
  • Regulatory compliance
  • Comprehensive portfolio analytics
  • Risk management
  • Private equity & non-bankable reporting
  • Sustainability analytics & ESG reporting
  • Interactive dashboards
  • Attractive mobile apps
  • Workflow management
  • Ecosystem with intelligent marketplace
  • Compliance (MiFID II, GDPR, UCITS, AIFMD)


  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. 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
  • Fully standalone


  • Encryption
  • Hosting in secure IT centers
  • Access control
  • 2-factor-authentication
  • Anonymization
  • User rights management


  • Microsoft


-


  • Yes (iOS & Android)