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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
Create an endless number of professional reports independently with our rule-based automation system that facilitates the publication and distribution of reports while ensuring they are archived for compliance purposes. Are you overwhelmed by last-minute report modifications or spending months preparing a new performance report? The process of generating and modifying reports can be incredibly frustrating, often dragging on for days and relying on complex, expensive report-writing tools. If you find yourself stressed by managing vast amounts of sensitive data or facing issues with data inconsistency, you're not alone. While distributing reports may seem straightforward, confirming that the data is accurately set up requires significant time and effort. During audits, all other tasks come to a standstill, and the pressure of SEC/FINRA audits can be immense. Additionally, crucial documents intended for clients can easily become lost in emails or files when audits arise. In wealth management, especially for financial advisors, enhancing client experience and communication ranks just below the quality of advice, making effective reporting essential. Our comprehensive wealth management reporting software, "Reportwa," is designed specifically for advisors, streamlining the reporting process and improving overall efficiency. With Reportwa, you can finally reclaim your time and focus on what truly matters: providing exceptional service to your clients.
API Access
Has API
API Access
Has API
Pricing Details
Free
Free Trial
Free Version
Pricing Details
No price information available.
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
Hexaview
Country
United States
Website
www.reportwa.com
Product Features
Product Features
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement