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.