Still settling for error-prone spreadsheets and outdated portfolio systems?
Imagine not having to capture and consolidate data in Excel and worry about errors. Or struggle with an inflexible legacy system that constrains your strategy and doesn’t give you the insight you need. Imagine not having to manually handle private equity statements.
Our next-generation wealth platform automates your data management and allows you to leverage the full value of your data.
You’ll be able to analyze your wealth from all angles with powerful features in an intuitive and elegant platform. And you can drill down to transaction level to illuminate every nook and corner of your wealth.
And as frontrunners we want to inspire you to look beyond the bottom line which is why you get sustainability insights alongside traditional risk and return metrics.
With a holistic wealth overview in Aleta, you can preserve and build family legacy with confidence.