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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
Trusted Family is a secure, cloud-based platform termed as a "family operating system," tailored for family businesses and family offices to streamline governance, collaboration, and communication. The system provides modular "Spaces" that facilitate specific project or committee work, as well as private vaults featuring end-to-end encryption and role-based permissions for safe document sharing. It also boasts a visual family tree to preserve legacy and lineage, along with integrated functionalities for newsfeeds, surveys, events, calendars, and newsletters. Users benefit from intelligent workflows that include signature requests, automated reminders, and task assignments, along with insights and analytics that reveal real-time activity. To guarantee top-notch security, Trusted Family implements multi-factor authentication, encryption that meets SOC 2/SOC 3 standards, GDPR compliance, virus and malware screening, daily backups, and a private key architecture. Furthermore, the platform's robust security measures ensure that sensitive family information remains protected while fostering enhanced communication and collaboration among family members.
API Access
Has API
API Access
Has API
Pricing Details
Free
Free Trial
Free Version
Pricing Details
Free
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
Trusted Family
Founded
2007
Country
United States
Website
www.trustedfamily.com
