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Description
Aleta serves as an advanced wealth management solution tailored for family offices, financial advisors, and wealth managers, seamlessly aggregating data from a variety of custodians, asset categories—including private equity and real estate—and currencies into a user-friendly dashboard. By integrating AI-driven analytics, interactive visualizations, and detailed transaction insights, it is bolstered by over 100 banking integrations and more than 15 years of expertise in reporting. The platform streamlines the processing of private-equity statements, facilitating the straightforward inclusion of alternative assets in investment portfolios. Additionally, it incorporates ESG and impact metrics alongside traditional financial returns to promote sustainable wealth management strategies. Aleta has garnered recognition through industry awards for its reporting excellence and features a modern cloud-native architecture, a mobile application for convenient access, customizable white-label options, and is built on a Microsoft-based infrastructure. With robust security measures including SOC 2 certification, multi-factor authentication, and encryption, Aleta ensures the safety and integrity of client data while remaining a leading choice in the wealth management sector. Its commitment to innovation and user experience positions Aleta as a frontrunner in enhancing the way wealth is managed for future generations.
Description
DataTako offers a white-label Power BI Embedded solution that utilizes Microsoft Fabric, enabling users to share engaging reports and dashboards with clients, partners, or stakeholders without the necessity of separate Power BI licenses. Key features encompass comprehensive custom branding, Row-Level Security, Microsoft SSO/MFA, scheduled email distribution, support for multiple datasets, and the ability to switch tenants. By using this solution, organizations can often reduce their Power BI licensing costs by as much as 60%, all while providing a polished, branded analytics experience. Importantly, your data remains securely within your Power BI environment throughout the process, ensuring confidentiality and integrity. Such capabilities make DataTako an invaluable tool for businesses seeking to enhance their data presentation and analytics.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Pricing Details
Free
Free Trial
Free Version
Pricing Details
$200/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Aleta
Founded
2006
Country
United States
Website
aleta.io
Vendor Details
Company Name
DataTako
Founded
2023
Country
Netherlands
Website
datatako.com
Product Features
Product Features
Business Intelligence
Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics
