Swimbird vs Aleta
You are looking for alternatives to Swimbird. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
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.
Read moreCompany
Employees
- 20+
Revenue
–
Founded
- 2018
Ownership
- Owned by management
- External investors who are clients
- Staff
Incorporated
- Sweden
Locations
- Stockholm
Top markets
- Sweden
- Norway
- Denmark
- Switzerland
- Luxembourg
- Finland
- 11-50
- 2006
- US and Denmark
-
New York
-
Bangkok
-
Copenhagen
-
Aarhus
- United States of America
- Denmark
- United Kingdom
- Singapore
- Canada
- $100 billion+
- Owned by management
- Clients are also owners
Client
Focus
- Single-family offices
- Multi-family Offices
- Individual wealth owners
- Banks
- Wealth managers
Serves also
- Financial advisors
- Single family offices
- Wealth managers
- Multi-family offices
- Investment & Financial Advisors (RIAs/IFAs)
Product
Main tasks
- Portfolio management
- Data aggregation
- Consolidated reporting
Top features
- Connectivity and integration to 100+ banks and data sources
- Portfolio overview all assets & liabilities
- Flexible and customizable reporting
- Performance and risk analysis
- Complete asset allocation
- Private equity investment features
- Private equity funds including cash flow projections
- Commercial real estate overview with financials
- Safe document storage with tagging capabilities
- Accounting software integrations
- Cloud-based data warehouse
- Customized user access rights
- Best in class user interface
- Cash flow forecast
- Record keeping including a full audit trail
Assets supported
- Bankable assets
- Private equity
- Private equity and venture capital funds
- Commercial real estate
- Residential real estate
- Collectables (e.g. cars, jewellery, art)
- Derivatives
- Any asset class is supported
Compliance
- GDPR compliant
- ISO27001:2022 certified
Whitelabel
- Yes, desktop, mobile and tablet apps
- 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
- Serviced software
- SaaS
Security
- Employs bank-grade security measures in order to safeguard our clients’ data and holds an ISO27001:2022 certification.
- Multi-factor authentication
Ecosystem
- Google Kubernetes Engine
- PostgreSQL
- MongoDB
- Clickhouse
- Java Springboot
- Typescript
- Python
- Angular
- Airflow
- Apache Kafka
- Keycloak
- Grafana
- Prometheus
Integrations
–
Mobile App
–
- SAAS
- Serviced software
- Microsoft
- Office 365 security integration
- Integration to ERP systems
- Microsoft Power BI
- Excel
- API
- Yes