Asseta vs Asora
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
Artificial Intelligence
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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Asora
Category
Data Aggregation
Dublin's Asora is a SAAS solution for single and multi-family offices to track and oversee assets, automating data capture and providing digital on-demand reporting on the web and mobile. Asora provides a single secure location for all the family’s data. The data is protected with always-on encryption and robust security protocols. Time-consuming manual handling of data and report creation are replaced with automated data feeds, comprehensive data cleansing and enrichment and digital on-demand reporting.
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Employees
- 11 – 25
Revenue
-
Founded
- January 2023
Incorporated
-
Locations
- New York City
AUM
$11B
Avg. AUM per client
-
Ownership
- Owned by management
- External investors (neither clients nor staff)
- 11-50
–
- 2020
- Owned by management
- Key staff also have ownership
- Ireland
- Dublin
- United Kingdom
- Luxembourg
- Ireland
- Channel Islands (Jersey, Guernsey)
–
–
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
- Individual wealth owners
- Single family offices
- Multi-family offices
–
Product
Main Tasks
- Consolidated Reporting
- Data Aggregation
Top features
- Custom Reports
Assets supported
- Cash & Equivalents
- Alternatives
- Art & Collectibles
- Commodities
- Cryptocurrency
- Digital Assets & Crypto Currency
- Equities
- Gold & Precious Metals
- Real Estate
- Private Equity Funds
- Venture Capital
- Foreign Exchange
- Direct Private Equity
Compliance
-
Whitelabel
- No
- Consolidated Reporting
- Data Aggregation
- Data
- Governance
- Portfolio Management
- Digital Excellence
- Ability to Whitelabel
- Full Multi-Currency Support
- Mobile App
- Proven Agility
- Visionary Purpose
- Bankable or Financial Assets & Funds
- Foreign Exchange
- Lifestyle Assets & Rare Collectibles
- Private Equity & Direct Investments
- Real Estate
- GDPR
- Yes
Technology
Type Of Software
- SAAS
Ecosystem
-
Integrations
- Payroll (ADP, Gusto)
- Wealth Management (Addepar, Asora, Black Diamond, LandyTech, MyFO)
- Payables (Bill, Ramp, Brex, Stripe)
- Banking (12000+ institutions)
- Tax + K-1s (Juniper Square, Arch)
Mobile App
- Yes
-
- SAAS
–
- Microsoft
- MS Excel
- Refinitiv
- Morningstar
- Factset
- Yes