Asseta vs Nasdaq
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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Nasdaq for Family Offices
Category
Portfolio Management
Nasdaq Asset Owner Solutions helps family offices modernize their workstreams through unparalleled analytics & data-driven intelligence across all asset classes, without driving up staff costs.
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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
- 500+
-
- 1971
- Owned by a larger corporation
- United States of America
- New York
- Atlanta
- Dallas
- London
- Edinburgh
- Tacoma
- Hong Kong
- Charlottesville
- Sydney
-
-
-
Client
Focus
- Single family offices
Secondary focus
- Individual wealth owners,
- Multi-family offices,
- Fund managers,
- Funds of funds,
- Software and technology providers
-
- Pensions
- Foundations
- Endowments
- Family Offices
- OCIOs
- Financial Advisors
- Sovereign Wealth
- Funds
- Superannuations
- Insurers
- Single-family offices
- Multi-family offices
- Independent financial advisors
- Registered investment advisors
- Fund managers
- Banks
- 1000+
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
- Consolidated reporting
- Portfolio management
- Risk management
- Impact/ESG reporting
- Data aggregation and management
- Manager due diligence
- Multi-asset class Portfolio analytics
- Modelling future outcomes
- Keeping shareholders informed
- Focusing team resources
- Centralized document management
- Bankable assets
- Private equity
- Real estate
- GPDR
-
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
-
- Serviced software
- SAAS
-
-
- Several integrations are provided. Reach out if you are interested in learning about our integrations.
- No