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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.

About

Elysys Financial Gateway is a financial data integration solution that connects the Elysys environment with banks, brokers, custodians and financial data providers. Built to reduce manual data handling, it automates the flow of financial information into the wider Elysys platform and Microsoft Dynamics 365 Business Central environment. The solution supports data such as bank statements, market prices, trade confirmations and corporate actions, helping finance and investment teams keep information current across multiple institutions. By normalizing incoming data and connecting external financial sources with portfolio management, accounting and reporting processes, Elysys Financial Gateway helps reduce manual entry, improve efficiency and support more reliable financial workflows. It is suited to family offices, financial institutions and investment organisations working with multiple banks, custodians, brokers and data sources

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 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

Audience

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

Audience

Family offices, financial institutions, investment firms and finance teams working with multiple banks, custodians, brokers and financial data sources.

Support

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

Support

Phone Support Not 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

No information available.
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 Not Supported
In Person Not Supported

Company Information

Aleta
Founded: 2006
United States
aleta.io

Company Information

Elysys
Founded: 2006
Monaco
www.elysys.com

Alternatives

Alternatives

No Alternatives

Categories

Family Office Supported
Wealth Management Supported

Categories

Data Integration Supported

Integrations

Microsoft 365 Supported
Microsoft Dynamics 365 Business Central Not Supported

Integrations

Microsoft 365 Not Supported
Microsoft Dynamics 365 Business Central Supported
Claim Aleta and update features and information
Claim Aleta and update features and information
Claim Elysys Financial Gateway and update features and information
Claim Elysys Financial Gateway and update features and information