Asseta vs Majlis
Asseta
asseta.aiMajlis
lithyos.comSide by side
| Figure | Asseta | Majlis |
|---|---|---|
| Price from | — | $2,500/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| Plans published | 0 | 3 |
| Spec score · Family Office Software | 7.7 (#8) | 7.2 (#20) |
| Documents | Asseta's document product stores financial documents, uses AI to turn statements and invoices into draft entries, links documents to ledger records, and maintains version history. | The document vault offers AI classification, expiry tracking, secure storage with end-to-end encryption and AML screening of uploaded files. |
| Headquarters | United States | Dubai, United Arab Emirates |
| Integrations | Asseta connects to more than 15,000 financial institutions and applications through integrations and API connectivity. | Majlis lists more than 100 direct bank integrations, multi-custodian aggregation, market data, compliance, payments, alternative investment and travel and lifestyle connections. |
| Purpose | Asseta is an intelligent financial ecosystem built for modern family offices. | Majlis is an operating system for family offices and private wealth managers, combining portfolio, compliance, succession, document and team management. |
| Security | Asseta states that it has SOC 2 Type II, GDPR, ISO 27001, and ISO 42001 compliance built in. | The site describes AES-256 encryption at rest, TLS 1.3 in transit, multi-factor authentication, trusted device management and tamper-proof audit logs. |
| Support | Users receive support by phone, email and a dedicated Slack channel, along with tutorials, FAQs and community resources. | Essentials includes email support; Professional includes priority support and onboarding; Enterprise includes a dedicated account manager. |
Plans
Majlis
- Essentials$2,500 a month
- Professional$5,000 a month
- EnterprisePriced on request
In their own words
Asseta
Asseta is a financial platform for family offices, registered investment advisors, and accounting firms. Its shared general ledger combines banking, investments, and accounting in a GAAP-aligned system, with support for multiple entities, currencies, dimensions, and assets such as cash, public markets, private equity, homes, and art. The product set includes cash management, bill pay, reporting, analytics, forecasting, partnership accounting, collectibles tracking, and document management. Its Document Vault turns statements and invoices into draft entries, links files to ledger transactions, and provides search, permissions, and version history. Asseta connects to more than 15,000 financial institutions and applications, integrates with QuickBooks, and supports bidirectional Addepar data exchange. The mobile app offers dashboards, bill approvals, and AI-powered answers. Asseta says its AI is opt-in, with human oversight and bias monitoring, and lists SOC 2 Type II, GDPR, ISO 27001, and ISO 42001 compliance. Pricing is available on request. The company states an average go-live period of 8–12 weeks.