Alwy vs Aleta

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Alwy

Alwy

Category
Accelerator

Empower your family office with our all-in-one technology solution. Alwy provide advanced financial planning tools that streamline operations and enhance client experiences. By reducing the total cost of ownership, our platform helps you manage assets more efficiently, offering your end clients a smoother, more intuitive experience.

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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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Company
Employees

  • 0-10

Revenue

-

Founded

  • 2020

Incorporated

-

Locations

  • Stockholm

Top 5 Markets

  • Sweden,
  • Norway,
  • Netherlands,
  • Belgium,
  • United Kingdom

Total AUM

-

Avg. AUM per client

-

Ownership

  • Key staff also have ownership,
  • Owned by management,
  • External investors (neither clients nor staff)


  • 11-50


  • 2006


  • US and Denmark


  • New York
  • Copenhagen
  • Aarhus


  • United States of America
  • Denmark
  • United Kingdom
  • Singapore
  • Canada


  • $100 billion+


  • Owned by management
  • Clients are also owners

Client
Focus

  • Multi-family offices

Secondary focus

  • Individual wealth owners,
  • Single family offices,
  • Multi-family offices,
  • Investment & Financial Advisors (RIAs/IFAs),
  • Fund managers,
  • Custodians,
  • Banks,
  • Pensions,
  • Funds of funds

-


  • Single family offices


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

Product
Main Tasks

  • Accelerator,
  • Advisors,
  • Compliance,
  • Consolidated Reporting,
  • CRM,
  • Data Aggregation,
  • Data,
  • Technology provider,
  • Asset Managers,
  • Engagement Platform,
  • Investing Technology,
  • Risk Management,
  • Portfolio Management,
  • Portfolio & Cost Analysis

Top features

  • Ability to Whitelabel,
  • Banking Providers
  • Custom Development Service,
  • Custom Reports,
  • Digital Excellence,
  • Full Multi-Currency Support,
  • Mobile App,
  • Proven Agility,
  • Sustainability,
  • Transparency,
  • Visionary Purpose

Assets supported

  • Alternatives,
  • Art & Collectibles
  • Bankable or Financial Assets & Funds,
  • Art & Collectibles,
  • Commercial,
  • Commodities,
  • Cryptocurrency,
  • Developed Markets,
  • Developing Markets,
  • Digital Assets & Cryptocurrencies
  • Direct Private Equity,
  • Equities,
  • Fixed Income,
  • Foreign Exchange,
  • Gold & Precious Metals,
  • Insurance,
  • Hedge Funds,
  • Infrastructure,
  • Lifestyle Assets & Rare Collectibles,
  • Music Royalty,
  • Private Debt,
  • Private Equity,
  • Private Equity & Direct Investments,
  • Private Equity Funds,
  • Real Estate,
  • REITS,
  • Residential,
  • Venture Capital,
  • Warehousing & Industrial

Compliance

-

Whitelabel

  • Yes


  • Consolidated Reporting
  • Portfolio Management
  • Risk Management
  • Impact & ESG
  • Data Aggregation
  • Governance
  • Compliance
  • Financial Statements


  • 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


  • Bankable or Financial Assets & Funds
  • Derivatives
  • Foreign Exchange
  • Lifestyle Assets & Rare Collectibles
  • Private Equity & Direct Investments
  • Real Estate
  • Digital Assets & Crypto Currency


  • MiFID II
  • GDPR
  • SOC 2
  • SFDR


  • Yes

Technology
Type Of Software

  • SAAS,
  • Fully Standalone,
  • Serviced Software

Ecosystem

-

Integrations

We offer a wide range of software integrations to meet the needs of our clients. Key integrations include API connectivity with leading financial platforms, trading systems and CRM systems. Additionally, we support integrations with data analytics tools, and custodial platforms to ensure seamless operations and comprehensive data management across your organisation.

Mobile App

  • Yes

-


  • SAAS
  • Serviced software


  • Microsoft


  • Office 365 security integration
  • Integration to ERP systems
  • Microsoft Power BI
  • Excel
  • API


  • Yes