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Asseta AI Case Studies

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  • FundCount
    Reference Rating
    4.8 / 5.0
    Customer References 55 total
    About

    FundCount offers portfolio managers, accountants and fund administrators powerful tools for investment management and partnership accounting. Investment and accounting professionals who serve institutional investors and ultra-high net worth families have …

  • Masttro
    Reference Rating
    4.8 / 5.0
    Customer References 13 total
    About

    Masttro is the WealthData Company. Masttro aggregates, analyzes and reports your total net worth. It ingests all structured and unstructured data including illiquid and liquid investments, liabilities and passion assets …

  • WealthHub Solutions
    Reference Rating
    Customer References 2 total
    About

    WealthHub Solutions provides an automated solution for trust administration, enhancing the efficiency of fiduciary professionals by offering visibility, reporting, controls, and compliance assurance to improve productivity and the overall investor …