Introduction to Asseta & The Intelligent Family Office Suite®

​A 45-minute live walkthrough of Asseta, the purpose-built accounting and financial operations platform for family offices.

​Family offices run on systems that were never designed for them: generic accounting software, spreadsheets holding it all together, and manual processes that don't scale with complexity. This session shows what purpose-built looks like in practice.

​In 45 minutes, we'll cover:

​→ The general ledger, built around family office entity structures

​→ Investment reporting across portfolios, entities, and ownership layers

​→ How the platform takes on the consolidation and reconciliation work your team shouldn't be doing by hand

​→ Real family office workflows, demonstrated live

​→ Live Q&A

​Led by Dean Palmiter, Co-Founder & CEO, and Ryan Tapley, CFA, CPA, Senior Solutions Architect at Asseta.

​Built for family office principals, CFOs, COOs, and controllers, as well as the advisors who serve them.

​October 6, 2026 · 2:00 PM ET · 45 minutes

​Register to save your spot. Invite link to be sent prior to the webinar.