Asseta vs eXeer by Point Group

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.

Point

Data Aggregation

The eXeer platform places data at the centre of the family office. eXeer aggregates, analyses and visualises multiple sources of data to create a single source of investment truth. eXeer acts as the family offices ‘data keystone’, it delivers three core capabilities. One, it collects, controls and secures investment and market data from underlying custodians, platforms, AIFMS, direct investments, real estate and specialist market data providers.

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

0-10

–

2017

Owned by management
Key staff have ownership
External investors

UK
Switzerland
UAE
USA

–

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,
Multi-family offices,
Private Banks,
Wealth Consolidators

Asset servicing companies, trusts,
Investment & Financial Advisors (RIAs/IFAs)

0 – 10

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

Data Aggregation
Investment Book of Record (IBOR)
Advanced Portfolio Analysis
Consolidated Total Wealth Client Reporting
Data Sharing & Integration

Data Aggregation & Reconciliation
Independent Investment Book of Record (IBOR)
AI Data Assistant
Consolidated Client Reporting
Custom Client Reporting
Multi-asset, Multi-Custodial, Multi-manager Total Wealth Analysis
Multi-geography & Multi-currency
Open Data Sharing & Integration

Bankable or Financial Assets & Funds
Private Equity & Direct Investments
Real Estate
Foreign Exchange
Lifestyle Assets & Rare Collectibles

–

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
Serviced Software

Hosted on Azure
Encrypted
Multi-factor Authentication

–

Custom: Point API Open Data Sharing Toolkit
Expersoft PM1
Orca
Moneyinfo
Investglass CRM

Yes (via integration partner)

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