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.

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.

Private Wealth Systems

Consolidated Reporting

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.

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

11-50

–

2014

Owned by management
Clients are also owners

United States of America

Charlotte
New York
Salt Lake City

Switzerland
United States of America
United Kingdom
Saudi Arabia
Australia

$200 billion

$223 million

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
Banks
Individual wealth owners
Fund managers

650+ UHNWIs and family offices

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

Accounting
Consolidated reporting
Portfolio management
Data aggregation
Risk management
Impact/ESG reporting

Data aggregation – our direct bank feeds captures 3x more data than other providers.
Data validation – we perform daily reconciliation and correct bank data errors.
Performance calculation – in side by side comparisons with other systems we have proven double-digit accuracy in performance and analytics.
Custom reporting – our award winning data model empowers each user to personalize their data any way they want.
Digital portal – wealth owners can customize their own mobile dashboards to have total power over their wealth.

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

GDPR

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

Multi factor authentication
Application scanning
Network scanning
Encryption at-rest and in-transit
Data leakage prevention (DLP)
User level access controls
Annual audits by global banks

Microsoft

API that can connect with any third party system including CRM, bill pay

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