Gone are the struggles with inflexible portfolio systems and error-prone Excel sheets. We transform complex data into clear and crisp reports to unlock valuable insights that elevate your wealth strategy.
With our intuitive interface, you get a complete overview of the entire family wealth presented in concise reports and dynamic visualizations.
Made by family offices for family offices, Aleta is a next-generation wealth platform that measures more than returns. As frontrunners, we aim to balance profit and impact insights that empower you to make better decisions beyond the bottom line.
What sets Aleta apart?
"Aleta is created by family offices for family offices. As a next-generation wealth platform for progressive family offices, Aleta empowers you to make better decisions beyond the bottom line."
Products and services
Get an overview of what this software does.
- Consolidated Reporting
- Portfolio Management
- Risk Management
- Impact & ESG
- Data Aggregation
- Financial Statements
- 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
- Bankable or Financial Assets & Funds
- Foreign Exchange
- Lifestyle Assets & Rare Collectibles
- Private Equity & Direct Investments
- Real Estate
- Digital Assets & Crypto Currency
- MiFID II
Type Of Software
- Serviced software
- Office 365 security integration
- Integration to ERP systems
- Microsoft Power BI
Type of data
- Transaction level
• 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.
Time to new custodian
- From 4-6 weeks and beyond depending on responsiveness, willingness, and capabilities of local banks.
- 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
- 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.
- United States of America
- United Kingdom
- $50 billion+
- Owned by management
- Clients are also owners
- Single family offices
- Individual wealth owners
- Multi-family offices
- Investment & Financial Advisors (RIAs/IFAs)
What clients say about Aleta?
"Aleta provides us with a more streamlined and holistic reporting setup than other platforms we've used. Implementation was smooth as they really understood our needs. And they move fast to adjust to our dynamic family-office structure."
Support & Services
Learn what support and services you can expect
General contact mail or phone
In person on site support
Pricing of support
Based on SLA
From 4-6 weeks and beyond depending on scope complexity
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.
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FAQs about Aleta
What is Aleta?
Aleta is a wealth management and consolidated reporting platform for family offices.
What does Aleta do?
Aleta offers a next-generation wealth management platform for family offices.
How does Aleta work?
Aleta provides flexible yet comprehensive insights into the family office wealth including profit as well as impact insights. Its primary features include comprehensive reporting, portfolio and risk management, impact/ESG data aggregation, and compliance.
How much does Aleta cost?
Aleta’s pricing structure has been developed per connected custodian, per transaction, per used feature, or as a flat fee.
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