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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
This platform enables the synchronization of live data, accessible across all devices. You can maintain a constant connection to your business by viewing updated online statistics related to your purchases and sales, no matter where you are or what time it is. Additionally, you can issue professional invoices to your clients and begin accepting online payments seamlessly. The user-friendly interface enhances the experience, making navigation effortless with smoothly cascading menus that allow you to quickly locate the necessary tabs. Built-in search functionalities further simplify your interactions with the software. Oomedh stands out as a cloud-based solution, providing greater flexibility compared to traditional desktop applications. Moreover, it is hosted on highly secure servers, incorporating advanced electronic surveillance and multi-factor authentication systems for optimal security. With these features, users can confidently manage their operations while enjoying peace of mind regarding data safety.
API Access
Has API
API Access
Has API
Integrations
Microsoft 365
Pricing Details
Free
Free Trial
Free Version
Pricing Details
$12.72 per user per 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
Virtualwebs Technologies
Founded
1997
Country
India
Website
www.oomedh.com/oomedh-inventory/features.php
Product Features
Product Features
Inventory Management
Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management
