Aleta vs Arch

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.
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aleta

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.

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archlab

Arch

Category
Data Aggregation

New York-based Arch provides an intuitive, digital investment admin platform that tracks data from all private investments. Arch’s automated system collects K-1s, manages cash flows, and provides reporting-ready data, removing the need to access 3rd party portals.

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Company
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


–


  • 2018


  • External investors
  • Key staff also have ownership
  • Clients are also owners


  • United States of America


  • New York City


–


–


-

Client
Focus

  • Single family offices

Secondary focus

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


  • Single family offices


  • Individual wealth owners
  • Multi-family offices
  • Investment & Financial Advisors (RIAs/IFAs)
  • Custodians
  • Banks
  • Accountants
  • Fund of funds


  • Individuals: 20%
  • Single Family Office: 40%
  • Multi-Family Office/RIA: 30%
  • Institution/Banks: 10%

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
  • Data Aggregation
  • Data Validation
  • Data Processing
  • Tax Document Collection
  • Task Management
  • Cash Flow & Capital Call Management


  • Digital Excellence
  • Transparency


  • Bankable or Financial Assets & Funds
  • Lifestyle Assets & Rare Collectibles
  • Private Equity & Direct Investments
  • Real Estate


–


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


–


–


Addepar, BlackDiamond, Advent APX, Orion, Masttro, SEI Family Office Services – Archway, and other performance reporting systems as requested.


No