Aleta

Robo-Advisors & Wealth Management

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This advanced wealth management platform provides a extensive, unified view of multi-asset, multi-currency portfolios by consolidating data across entities, asset classes, and custodians, facilitating transparency, efficient reporting, and portfolio analysis for high-net-worth individuals, family offices, and wealth managers. Its main features include an award-winning intuitive interface accessible on mobile and desktop, seamless consolidation and reconciliation capabilities, cloud-native infrastructure with open API and modular components, customizable reporting, private markets tracking, automated data flows, secure compliance, and white-label options, enabling users to streamline operations, reduce manual work, and use AI-driven insights. It addresses challenges like data fragmentation, manual reporting complexity, and lack of real-time, customizable insights, making it ideal for sophisticated professionals, family.

Aleta can be found in Robo-Advisors & Wealth Management categories.

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Details

Aleta Main Features

• Open Architecture
  The SaaS is built with open APIs and MCP to allow easy connection with other systems and custom development.
• Automated Data Flows
  It automatically updates data from banks and other systems, reducing manual work and key-person risk.
• Private Markets Module
  A dedicated section helps manage and report on private equity and alternative investments.
• Future-Ready Technology
  Powered by AI and open architecture, Aleta is built for future growth and innovation.
• Mobile & Desktop Access
  You can use Aleta on your phone or computer with an intuitive and beautiful interface that is easy to learn.
• Large Scale & Experience
  Aleta has over 15 years of experience, managing over $100 billion with more than 1 million transactions yearly.
• Next-Generation Platform
  Aleta is a modern wealth platform with an award-winning design, open architecture, and features that prepare you for the future.
• Private Markets Reporting
  The SaaS has a special module to manage and report on private equity and alternative investments.
• Custom Reporting & Data Cube
  Power users can create personalized reports using live data tools like Data Cube and connect to their preferred BI tools.
• Consolidation & Reconciliation
  It automatically combines all data from different accounts, assets, and currencies into one clear view of wealth.
• Multi-Asset & Multi-Currency View
  Aleta shows all types of assets and currencies in one place, including public, private, and alternative investments.
• Onboarding & User-Friendly Design
  Getting started is simple, and the platform is designed for easy use by all family members and professionals.
• White-Labeling & Client Experience
  Firms can customize the platform with their branding to offer a personalized experience to clients.
• Secure & Cloud-Native Infrastructure
  Aleta runs on secure cloud technology, making data flow safe and reliable.

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