Related Products
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About
Aleta is a next‑generation wealth management platform for family offices, wealth managers, and advisors that securely consolidates data from multiple custodians, asset types (including private equity, real estate, and passion assets), and currencies into a single, intuitive interface. It combines AI‑powered analytics, dynamic visualizations, and drill‑down transaction insights, supported by over 100 banking integrations and more than 15 years of reporting expertise. It automates private‑equity statement processing, enabling hassle‑free alternative asset inclusion across portfolios. ESG and impact metrics are embedded alongside financial returns to support sustainable wealth strategies. Recognized with industry awards for excellence in reporting, Aleta offers a sleek cloud‑native design, a mobile app for on‑the‑go access, white‑label customization, Microsoft‑based infrastructure, SOC 2 certification, multi‑factor authentication, encryption, and more.
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About
CapIntel is a modern, cloud‑based proposal-generation and investment comparison platform tailored for enterprise wealth managers, financial advisors, and asset management teams. It features an intuitive drag‑and‑drop proposal builder that enables branded, interactive digital proposals—complete with customizable text, visuals, charts, and real‑time performance comparisons. Advisors can import client holdings, compare them against house or custom models, duplicate and adjust portfolios on the fly, and present findings live online or in person. Embedded compliance guardrails, automated tracking, and analytics ensure standardized workflows and transparency. It supports unlimited product comparisons, portfolio management tools (create, save, clone, manage models and contacts), and seamless integration of compliance and marketing materials.
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Platforms Supported
Windows
Not Supported
Mac
Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Wealth advisory firms in search of a solution to consolidate, analyze, and report complex, multi-asset portfolios with built-in ESG insights
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Audience
Wealth management firms and financial advisors seeking a tool to create persuasive, data-rich investment proposals and streamline client engagement
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
Free
Free Version
Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationAleta
Founded: 2006
United States
aleta.io
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Company InformationCapIntel
United States
www.capintel.com/platform
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Categories |
Categories |
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Integrations
Microsoft 365
Not Supported
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