Aleta vs eXeer by Point Group

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.

Point

Data Aggregation

The eXeer platform places data at the centre of the family office. eXeer aggregates, analyses and visualises multiple sources of data to create a single source of investment truth. eXeer acts as the family offices ‘data keystone’, it delivers three core capabilities. One, it collects, controls and secures investment and market data from underlying custodians, platforms, AIFMS, direct investments, real estate and specialist market data providers.

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

0-10

–

2017

Owned by management
Key staff have ownership
External investors

UK
Switzerland
UAE
USA

–

Client

Focus

Single family offices

Secondary focus

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

Single-family offices,
Multi-family offices,
Private Banks,
Wealth Consolidators

Asset servicing companies, trusts,
Investment & Financial Advisors (RIAs/IFAs)

0 – 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

Data Aggregation
Investment Book of Record (IBOR)
Advanced Portfolio Analysis
Consolidated Total Wealth Client Reporting
Data Sharing & Integration

Data Aggregation & Reconciliation
Independent Investment Book of Record (IBOR)
AI Data Assistant
Consolidated Client Reporting
Custom Client Reporting
Multi-asset, Multi-Custodial, Multi-manager Total Wealth Analysis
Multi-geography & Multi-currency
Open Data Sharing & Integration

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

–

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

SAAS
Serviced Software

Hosted on Azure
Encrypted
Multi-factor Authentication

–

Custom: Point API Open Data Sharing Toolkit
Expersoft PM1
Orca
Moneyinfo
Investglass CRM

Yes (via integration partner)

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