Asseta vs Private Wealth Systems

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.
Go back to Asseta
Asseta Logo

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.

Read more

Category

USA-based Private Wealth Systems provides the digital infrastructure that powers modern family offices across the world. The platform is able to support even the most complex nested ownership structure through its capturing, correcting, calculating and presenting of actionable information across asset classes and currencies.

Read more
Company
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

Client
Focus

  • Single family offices

Secondary focus

  • Individual wealth owners,
  • Multi-family offices,
  • Fund managers,
  • Funds of funds,
  • Software and technology providers

-

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

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

-