Asseta vs Global Asset+ by Lombard Odier

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Asseta

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.

Global Asset+ by Lombard Odier

Consolidated Reporting

As an independent reporting advisor, we deliver state-of-the-art consolidated financial reporting with data you can trust as a strong basis for your financial decisions. Our Global Assets+ solution, catered to professional investors, private clients or family offices, is underpinned by a unique combination of operational capabilities, investment expertise, flexibility and cutting-edge multi-currency banking technology, designed and developed by Lombard Odier.

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)

500+

$235 million (2020)

1796

Owned by management

Switzerland

Geneva
Zurich
Brussels
London
Luxembourg
Paris
Madrid
Dubai
Abu-Dhabi
Hong-Kong
Singapore
Tokyo
Bermuda
Nassau

Switzerland
United Kingdom
Singapore
France
Denmark

G2 Pro – our wealth and investment platform fully developed internally in close collaboration with our business lines –allows managing more than #350 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

200+

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

Accounting
Consolidated reporting
Portfolio management
Trading (execution on platform)
Data aggregation
Risk management
Impact/ESG reporting

Dynamic analysis, easy access to financial data
Execution monitoring
Instant consolidation of a large number of portfolios/investments
Historical performance, allocation, and portfolio exposure trends
Detailed performance contribution/attribution across asset classes, countries and currencies breakdowns
Fund look through
Bespoke costs monitoring
Ex-post and ex-ante risk metrics
Dedicated investment guidelines monitoring
Powerful reporting solutions to create personalized reports

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

MiFID II
GDPR
FinSA/FinIA
AIFMD
UCITS

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

SAAS

Regulated by the Swiss Financial Market Supervisory Authority (FINMA)
Experts leverage both inside the organisation and through networks of subject matter experts
ISAE 3000 Report on Client Data Security Controls (Type II) on a yearly basis

Microsoft
IBM
Java