Aleta

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.

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How soon would you ideally like a solution in place?

What type of family office are you?

What is your total AUM?

Where are you based?

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."
Henning Gershof

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

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 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

Audited by

  • BDO
Aleta

Category

Consolidated Reporting

Country

Denmark

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henning gershof

Henning Gershof

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

  • Denmark

Locations

  • Aarhus
  • Copenhagen
  • Oslo

Top markets

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

Total AUM

  • $50 billion+

Ownership

  • Owned by management
  • Clients are also owners

Focus

  • Single family offices

Secondary focus

  • Individual wealth owners
  • Multi-family offices
  • Investment & Financial Advisors (RIAs/IFAs)

Request References

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

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.

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Simple solutions for complex times.