Aleta vs Aleta
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
Category
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.
Read more Aleta
Category
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.
Read moreCompany
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
- 11-50
- 2006
- US and Denmark
- New York
- Copenhagen
- Aarhus
- United States of America
- Denmark
- United Kingdom
- Singapore
- Canada
- $100 billion+
- Owned by management
- Clients are also owners
Client
Focus
- Single family offices
Secondary focus
- Wealth managers
- Multi-family offices
- Investment & Financial Advisors (RIAs/IFAs)
- Single family offices
- Wealth managers
- Multi-family offices
- Investment & Financial Advisors (RIAs/IFAs)
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
- Yes
- Consolidated Reporting
- Portfolio Management
- Risk Management
- Impact & ESG
- Data Aggregation
- Governance
- Compliance
- 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
- Fully enabled API for export and import
- Bankable or Financial Assets & Funds
- Derivatives
- Foreign Exchange
- Lifestyle Assets & Rare Collectibles
- Private Equity & Direct Investments
- Real Estate
- Digital Assets & Crypto Currency
- MiFID II
- GDPR
- SOC 2
- SFDR
- 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
- Yes
- SAAS
- Serviced software
- Microsoft
- Office 365 security integration
- Integration to ERP systems
- Microsoft Power BI
- Excel
- API
- Yes
