Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Hatcher + FAAST (Funds-As-a-Service Technology) provides an award-winning, AI-enhanced digital operating system specifically tailored for family offices, venture capital firms, private equity companies, fund administrators, accelerators, angel investor networks, and university research groups. This platform optimizes the entire investment process, which involves global deal sourcing, AI and machine learning-driven opportunity assessment from a vast database of over 500,000 startups, automated deal evaluation, and scouting enhanced by Natural Language Processing. With its FundBuilder module, FAAST facilitates rapid and compliant fund establishment within minutes, featuring automated generation of legal documents, e-signatures, and data room uploads. It also encompasses multi-asset management, real-time net asset value calculations, portfolio accounting, secure blockchain-verified information, Know Your Customer (KYC) compliance, e-onboarding, and controlled access based on user roles. Additionally, it provides options for custom white-label branding, supports multiple currencies and languages, adheres to various accounting standards, and delivers detailed reporting. This comprehensive solution not only enhances efficiency but also ensures that users can adapt the system to meet their specific operational needs.
API Access
Has API
No
API Access
Has API
No
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
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
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)
Yes
In Person
Yes
Vendor Details
Company Name
Aleta
Founded
2006
Country
United States
Website
aleta.io
Vendor Details
Company Name
FAAST
Founded
2016
Country
Singapore
Website
faast.hatcher.com