Aleta

Still settling for error-prone spreadsheets and outdated portfolio systems?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.

Enter Aleta.

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.

Have a question regarding Aleta?

Contact Aleta directly, or opt for discretion with our private exploration option and take advantage of a free 20-minute consultation with the Simple team to thoroughly explore your service requirements.

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How it works:

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What sets Aleta apart?

“Aleta is made for family offices by family offices. It provides a true holistic wealth overview and unlocks valuable insights so you can preserve and build legacy with confidence.”
Ken Gamskjaer

Products and services

Get an overview of what this software does.

Main Tasks

  • Consolidated Reporting
  • Portfolio Management
  • Risk Management
  • Impact & ESG
  • Data Aggregation
  • Governance
  • Compliance
  • Financial Statements

Top features

  • A sleek and intuitive platform
  • Business-Intelligence module with dynamic visualisations
  • Performance reporting
  • X-ray of public funds
  • Sustainability insights
  • Alternative investments overview
  • Comparable Private-Equity overview
  • Risk and exposure reporting
  • Fee controlling and reporting
  • Bank integrations

Assets supported

  • Bankable or Financial Assets & Funds
  • Foreign Exchange
  • Lifestyle Assets & Rare Collectibles
  • Private Equity & Direct Investments
  • Real Estate
  • Digital Assets & Crypto Currency

Compliance

  • MiFID II
  • GDPR

Whitelabel

Yes

Type Of Software

  • SAAS
  • Serviced software

Ecosystem

  • Microsoft

Integrations

  • Office 365 security integration
  • Integration to ERP systems
  • Microsoft Power BI
  • Excel
  • API

Mobile App

  • Yes

Type of data

  • Transaction level

Accuracy

  • We reconcile all accounts and repositories on a daily and monthly basis before delivering the reports.
  • We enrich data with security prices, master data, and key figures from external sources such as Bloomberg, Refinitive, SIX, Morningstar and Scanrate.
    • We perform a vast amount of daily quality controls on different metrics e.g., on prices, duplicate transactions, and portfolio irregularities before releasing the reports.
    • We ensure security prices are updated and controlled against custodian data.
    • Errors and inconsistencies are handled in cooperation with your custodian to free up your time.

Custodians

+100

Time to new custodian

From 4-6 weeks and beyond, depending on the responsiveness, willingness, and capabilities of local banks.

Multi-currency

  • Users can set multiple base currencies
  • Users can separate holding level gain/loss from currency gain/loss
  • Based on holding/position data
  • Based on transaction data

Cost structure

  • Custodian use based (per connected custodian)
  • Transaction use based (per transaction)
  • Feature based
  • Flat fee

Key Company Info

Have a look at the company, clients, and references to learn whether this is a match for you.

Employees

  • 11-50

Founded

  • 2006

Incorporated

  • US and Denmark

Locations

  • New York
  • Copenhagen
  • Aarhus

Top markets

  • United States of America
  • Denmark
  • United Kingdom
  • Switzerland
  • Canada

Total AUM

  • $100 billion+

Ownership

  • Owned by management
  • Clients are also owners

Focus

  • Single family offices

Secondary focus

  • Wealth managers
  • Multi-family offices
  • Investment & Financial Advisors (RIAs/IFAs)

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What clients say about Aleta?

"Aleta has played a big role in the digitization of our family office. The UX is much better than in the previous platform we used which makes it easier to get an overview. Implementation was smooth and the customer service is unparalleled."

Support & Services

Learn what support and services you can expect

Support options

General contact mail or phone
Dedicated contact
In person on site support

Pricing of support

Free support
Based on SLA

Onboarding

From 4-6 weeks and beyond depending on scope complexity

Customisation

The Aleta platform is tailor-made to fit the actual setup of your family office or multi-family office – supporting even the most complex and dynamic structures. All reporting services are customizable, including but not limited to: reporting dashboards, global report, risk report, data analysis, individualized access, bank interfaces and integrations.

Aleta Reviews

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FAQs

FAQs about Aleta

Q
What is Aleta?
A
Aleta is a next-generation wealth platform for family offices by family offices.
Q
What does Aleta do?
A
They provide a true holistic overview of your entire wealth and unlock valuable insights to elevate your wealth strategy.
Q
How does Aleta work?
A
They transform complex data into clear and crisp reports so you can leverage the full value of your data and make well-informed decisions.
Q
How much does Aleta cost?
A
Aleta’s pricing structure is based on the number of connected custodians, the number of transactions, the use of features, and also includes flat fees.