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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

IT developers and VARs across the globe depend on the innovative combination of technologies offered by Dynamic AI, which not only conserves time and resources but also streamlines information delivery while ensuring quick, user-friendly, and secure data access. The platform boasts an exceptional database access system coupled with automated intelligence delivery, a robust design system, data integration functionalities, and application integration capabilities, all while operating on a 100% thin-client model. Dynamic AI prioritizes security by providing secure, encrypted communications when necessary, implementing strict password policies, and establishing both group membership and individualized user security profiles, in addition to numerous other protective features. Offered in both Server and Enterprise editions, Dynamic AI scales seamlessly from a single server accommodating a handful of users to extensive multi-server deployments tailored for businesses of varying sizes. Users are empowered to engage with their reporting, dashboards, and forms through the acclaimed interface available on iPad, iPhone, and iPod touch, enhancing accessibility and usability. With the ability to drill down into data effortlessly, users can obtain immediate insights and conduct thorough analyses with remarkable ease. This comprehensive approach ensures that organizations can fully leverage their data for strategic decision-making and operational efficiency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 Yes 

Integrations

Microsoft 365 No 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Aleta

Founded

2006

Country

United States

Website

aleta.io

Vendor Details

Company Name

Data Access

Website

www.dynamicai.com

Product Features

Product Features

Business Intelligence

Ad Hoc Reports No 
Benchmarking No 
Budgeting & Forecasting No 
Dashboard No 
Data Analysis Yes 
Key Performance Indicators No 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics No 
Profitability Analysis No 
Strategic Planning Yes 
Trend / Problem Indicators No 
Visual Analytics No 

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