Aleta vs Assure Wealth

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.

Assure Wealth

Data Aggregation

Denmark based, Assure Wealth is your assurance that the same parameters for calculating your wealth's Returns and Risks are being used for all wealth managers and portfolios.

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

$2.5 million

2014

Key staff also have ownership
Clients are also owners

Denmark

Nivå

Denmark
Norway
Sweden
Switzerland
United Kingdom

$20 billion

$160 million

Client

Focus

Single family offices

Secondary focus

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

Individual wealth owners

Single-family offices
Multi-family offices

50 UHNWI
3 SFO
10 foundations

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

Accounting
Consolidated reporting
Data aggregation
Risk management
Impact/ESG reporting

Overview
Flexible wealth reports
Independence
Full risk picture
Follow-up on performance
Integration to accounting systems

Bankable assets
Private equity
Real estate
Rare collectibles (e.g. luxury cars, boats, high-value jewelry)

GDPR

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

Two-factor login
Secure emails

VITEC

Accounting systems
DW-solutions

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