DiliTrust SAS vs Aleta

You are looking for alternatives to DiliTrust SAS. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

DiliTrust

Artificial Intelligence

DiliTrust is a European legal tech leader with a worldwide footprint. We offer simple, flexible and reliable SaaS solutions and services to support corporate legal practitioners in their digital transformation, optimising legal activities and corporate governance.

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.

Employees

100-500

Revenue

Founded

1995

Incorporated

Locations

Paris
Milan
Dubai
Madrid
Mexico City
Wilmington
Munich
Montreal

Top Markets

France
Italy
United States of America

Total AUM

Avg. AUM per client

Ownership

Key staff also have ownership

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

Secondary focus

Single-family offices
Multi-family offices
Banks
Foundations
Software and technology providers
Other

Single family offices

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

Product

Main Tasks

Compliance

Top features

Board meeting management
Contract automation
Automated Workflows
Delegation of authorities
Visual ownership view

Compliance

Whitelabel

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

Technology

Type Of Software

SAAS

Ecosystem

Integrations

Outlook
Hubspot
Salesforce
Microsoft Dynamics
Google suite
E-signature providers
Office 365

Mobile App

SAAS
Serviced software

Microsoft

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

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