Aleta vs Sharpfin

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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Sharpfin Logo

Sharpfin

Category
Consolidated Reporting

Sharpfin digitizes KYC and AML processes for a fully compliant customer lifecycle management. Furthermore the solution consolidates data from various data sources to provide a holistic view of your clients or familys asset and performance. We take pride in providing market leading data quality to make sure that your analysis and reports are correct at any given time.

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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


  • 0–10


  • $600k


  • 2014


  • Owned by management
  • Kay staff also have ownership
  • Clients are also owners
  • External investors


  • Sweden


  • Stockholm


  • Sweden
  • Finland
  • Norway
  • Switzerland
  • United Kingdom


  • $4 billion


  • $400 million

Client
Focus

  • Single family offices

Secondary focus

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


  • Independent financial advisors
  • Registered investment advisors


  • Single-family offices
  • Multi-family offices
  • Individual wealth owners


  • 3 SFOs
  • 1 bank
  • 6 RIAs

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
  • CRM
  • Compliance (e.g. AML, KYC, regulatory reporting)
  • Portfolio management
  • Data aggregation
  • Risk management
  • Impact/ESG reporting


  • AML/KYC documentation and monitoring
  • Consolidated reporting
  • Calculation of management fees
  • White labeled reporting and customer portal
  • Depreciation reporting
  • Cost reporting
  • Model portfolio management and rebalancing
  • Block order management
  • Risk management


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


  • MiFID II
  • GDPR
  • FinSA/FinIA
  • AIFMD
  • UCITS


  • 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


  • Services software
  • SaaS


  • Two factor authentication through Yubikey or one time password
  • Strong SSL encryption on all traffic
  • Market unique access control to ensure that users only have access to functionalities they should


  • Linux
  • Java


  • Active Directory
  • Interfaces to a number of CRM system and accounting software
  • Any other third party software through our API


  • Yes (iOS, Android)