Aleta 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.

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Pricing

Pricing Starts At:
Free
Free Version:
Yes

Integrations

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Company Details

Company:
Aleta
Year Founded:
2006
Headquarters:
United States
Website:
aleta.io

Media

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Aleta Screenshot 1 Aleta Screenshot 2
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Product Details

Platforms
Web-Based
Mac
iPhone App
iPad App
Android App
Types of Training
Training Docs
In Person
Customer Support
Business Hours
Online Support

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