Aleta vs Nasdaq

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.

Nasdaq for Family Offices

Portfolio Management

Nasdaq Asset Owner Solutions helps family offices modernize their workstreams through unparalleled analytics & data-driven intelligence across all asset classes, without driving up staff costs.

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

500+

1971

Owned by a larger corporation

United States of America

New York
Atlanta
Dallas
London
Edinburgh
Tacoma
Hong Kong
Charlottesville
Sydney

Client

Focus

Single family offices

Secondary focus

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

Pensions
Foundations
Endowments
Family Offices
OCIOs
Financial Advisors
Sovereign Wealth
Funds
Superannuations
Insurers

Single-family offices
Multi-family offices
Independent financial advisors
Registered investment advisors
Fund managers
Banks

1000+

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

Consolidated reporting
Portfolio management
Risk management
Impact/ESG reporting

Data aggregation and management
Manager due diligence
Multi-asset class Portfolio analytics
Modelling future outcomes
Keeping shareholders informed
Focusing team resources
Centralized document management

Bankable assets
Private equity
Real estate

GPDR

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
SAAS

Several integrations are provided. Reach out if you are interested in learning about our integrations.

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