Aleta vs Elysys

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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Financial reporting system

Elysys

Category
Consolidated Reporting

Elysys is a secure, scalable and integrated enterprise software for wealth management professionals working under several regulatory and compliance frameworks. Elysys is a technology specialist in the wealth management and structured finance space. Elysys is the company that pioneered the use of Microsoft’s next-generation ERP applications in the financial services sector, with a vision to bring the most innovative, comprehensive and cost-effective value proposition to the global family office industry.

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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


–


  • 1999


  • Owned by management
  • External investors (neither clients nor staff)


  • Monaco
  • New York


  • London
  • Montreal
  • Hong Kong
  • Dubai
  • New York


  • Monaco
  • Switzerland
  • United Kingdom
  • Canada
  • Dubai


  • $200 billion


  • $2 billion

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
  • Fund managers
  • Banks
  • Trust companies


  • 50 single and multi-family offices

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


  • Accounting
  • Consolidated reporting
  • CRM
  • Governance
  • Compliance
  • Portfolio management
  • Data aggregation
  • Risk management
  • Impact/ESG reporting
  • Dynamic integrated workflow management
  • Alternative asset management and tracking
  • Document management and AI assisted search
  • Performance reporting


  • Portfolio aggregation
  • Investment accounting
  • Front, mid and back office workflow
  • Holistic treasury management
  • Loans accounting
  • Risk and compliance
  • Performance calculation/attribution
  • Regulatory reporting, reporting database
  • Microsoft Azure security framework
  • CRM
  • Document management
  • General ledger / General Accounting
  • Budget
  • Aggregation of financial and non-financial assets
  • Partnership and trust accounting
  • Account payables and receivables
  • Consolidated reporting
  • Portfolio management
  • Client portal
  • Electronic banking
  • Direct secure connections to banks and brokers
  • Corporate management


  • All assets are supported


  • GDPR
  • MiFID II
  • SOC2
  • GAAP (UK, US, LUX, CH)
  • ASPE


  • No

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
  • Fully Standalone


  • Native Azure AD integration
  • Includes Multi-factor authentication, SSL encryption 
  • Azure AD security policy strengthening and enforcement
  • Security Audits


  • Microsoft


  • Dynamics 365 Business Central platform
  • Office 365, Power BI and Power Apps
  • Secure channels with banks and brokers
  • Bloomberg, Refinitiv, SIX, Xignite, EDI, etc..
  • European Central Bank
  • Bank of Canada
  • FED
  • Tradingview.com
  • Bills.com
  • Payment platforms


  • Yes