What is Aleta?
Aleta is a next-generation wealth management platform designed for forward-thinking family offices, wealth managers, and advisors. It’s not just another tool in the market—it’s a game-changer that empowers users to take control, boost productivity, and achieve outstanding results. With over 15 years of experience in wealth reporting, Aleta offers unparalleled insights into the unique needs of wealth management professionals and owners. The platform automatically and securely consolidates all financial data—across entities, asset types, and currencies—into one intuitive interface, providing the most holistic and transparent wealth overview possible.
Main Benefits of Using Aleta
Here’s a quick snapshot of what makes Aleta stand out:
- +$100 billion managed on the platform
- Over 1 million yearly transactions processed
- More than 15 years of wealth reporting expertise
- 100+ bank integrations ensuring seamless data flow
- Dedicated private markets module for managing private equity investments
A Holistic Look on Wealth
Managing wealth today means juggling multiple custodian banks, currencies, and data sources. Assets are scattered all over the globe, and that can get messy fast. But with Aleta, this complexity is no longer an issue. The platform delivers a comprehensive overview of the entire wealth universe of clients, making it easier to see the big picture without losing sight of the details. It’s about clarity, transparency, and control—all in one place.
The Love for Data
Data is the backbone of smart decision-making, especially in wealth management. Aleta treats data accuracy and integrity as a sacred trust. Wealth reporting isn’t just a feature—it’s the foundation of the entire platform. By transforming complex data into clear, crisp reports, Aleta ensures users always have a full overview of their clients’ entire investment universe. No guesswork, no hidden details, just reliable insights.
More Simplicity and Transparency
Handling wealth can be stressful, and making the right decisions depends on having the right insights. Aleta uses AI-powered analytics to turn complexity into actionable insights, simplifying the decision-making process. And when it comes to transparency, Aleta doesn’t hold back. Users get access to all necessary data—good and bad—so they can form their own opinions without any filters or agendas. It’s honesty and clarity, wrapped in a sleek, user-friendly experience.
Impact and Sustainable Development Goals (SDGs)
- SDG 8: Decent Work and Economic Growth – by promoting efficient and transparent wealth management
- SDG 9: Industry, Innovation, and Infrastructure – through cutting-edge AI-powered analytics and technology
- SDG 12: Responsible Consumption and Production – by encouraging long-term wealth strategies beyond mere profit
- SDG 17: Partnerships for the Goals – connecting multiple financial institutions and data sources seamlessly
Beyond the Bottom Line
Aleta is more than just a platform for tracking returns. It’s about crafting a long-term wealth strategy that goes beyond the bottom line. Alternative investments—private equity, real estate, passion assets—are all part of the picture, and Aleta makes reporting on these clear and hassle-free. With intuitive reports, dynamic visualizations, and AI-driven insights, users get a fully consolidated view of their entire wealth. Say goodbye to rigid portfolio systems and error-prone spreadsheets. With Aleta, managing wealth becomes not only efficient but also inspiring.
