+
+

Related Products

  • Sage Intacct
    8,791 Ratings
    Visit Website
  • Nexo
    18,780 Ratings
    Visit Website
  • CompUp
    66 Ratings
    Visit Website
  • FusionAuth
    192 Ratings
    Visit Website
  • Numa
    14 Ratings
    Visit Website
  • SBS Asset Finance
    3 Ratings
    Visit Website
  • Summ
    878 Ratings
    Visit Website
  • Dynamo Software
    71 Ratings
    Visit Website
  • Fixed Asset Pro
    215 Ratings
    Visit Website
  • Monarch Money
    139,855 Ratings
    Visit Website

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.

About

The family manages one or more operating businesses, typically has commercial real estate in its portfolio to support its business operations, holds passive investments in other related businesses, maintains inter-entity loans and/or guaranties, and collects personal assets of value (e.g., art, automobiles). The family wealth creator has passed on, and the family's legacy holdings are now managed by the second generation. The wealth creator's children have leveraged the family's assets to create businesses of their own and make investments of interest to them. A robust estate plan exists to benefit the third generation and beyond. Management of the family foundation demands more focus than during generation one. Family wealth was generated through a significant liquidity event and is held in a myriad of trusts for children and grandchildren. The family invests its cash in a diverse portfolio that favors direct and alternative investments.

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

Platforms Supported

Windows 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

Audience

Wealth advisory firms in search of a solution to consolidate, analyze, and report complex, multi-asset portfolios with built-in ESG insights

Audience

Professionals in need of a solution for stewardship of complex family wealth

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Free
Free Version Supported
Free Trial Not Supported

Pricing

$2000.00/year
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Aleta
Founded: 2006
United States
aleta.io

Company Information

Complex Interests
Founded: 2012
United States
complexinterests.com

Alternatives

Alternatives

FamilyWealthGuru

FamilyWealthGuru

FACT Software Group

Categories

Family Office Supported
Wealth Management Supported

Categories

Estate Planning Supported
Family Office Supported

Integrations

Microsoft 365 Supported

Integrations

Microsoft 365 Not Supported
Claim Aleta and update features and information
Claim Aleta and update features and information
Claim Complex Interests and update features and information
Claim Complex Interests and update features and information