Aleta vs AgilLink

You are looking for alternatives to Aleta. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

Aleta

Consolidated Reporting

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.

AgilLink

Accounting

AgilLink enables firms to scale their bill pay and client accounting operations while adding more control and security. Our solution automates the bill payment lifecycle by integrating document imaging, approval workflow, embedded banking, financial accounting and investment data integration.

Employees

11-50

Founded

2006

Incorporated

US and Denmark

Locations

New York
Copenhagen
Aarhus

Top markets

United States of America
Denmark
United Kingdom
Singapore
Canada

Total AUM

$100 billion+

Ownership

Owned by management
Clients are also owners

50-100

1976

An RBC company and affiliate of City National Bank

United States of America

El Segundo, California

United States

Client

Focus

Single family offices

Secondary focus

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

Multi-family offices

Single family offices
Investment & Financial Advisors (RIAs/IFAs)

Over 300 clients and 5000 users

Product

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
Fully enabled API for export and import

Assets supported

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

Compliance

MiFID II
GDPR
SOC 2
SFDR

Whitelabel

Accelerator
Data aggregation
Portfolio management
Consolidated reporting
Accounting

Integrated accounting
Mobile App
Transparency
Data aggregation and management
Consolidated and bespoke reporting

Alternatives
Bankable assets
Private equity
Real estate
Rare collectables (luxury cars, boats, high-value jewellery)

Yes

Technology

Type Of Software

SAAS
Serviced software

Ecosystem

Microsoft

Integrations

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

Mobile App

Serviced software, SAAS

Addepar
Risclarity
InvestLink

Yes

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