Best Wealth Management Software for Google Sheets

Asseta is an AI-driven platform designed to simplify the financial management of family offices by providing powerful tools for wealth tracking, accounting, and reporting. The platform enables users to efficiently manage diverse portfolios, track investments, and oversee cash flow and multi-currency transactions in real time. With seamless integration with systems like QuickBooks, Bill, and Ramp, Asseta centralizes data for easy access and analysis. It also automates financial workflows such as bill payments, allocations, and month-end closing, ensuring greater accuracy and time savings. Tailored to meet the needs of growing family offices, Asseta enhances financial visibility, simplifies complex reporting, and supports scalable operations.