Audience
Wealth advisory firms in search of a solution to consolidate, analyze, and report complex, multi-asset portfolios with built-in ESG insights
About Aleta
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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Pricing
Starting Price:
Free
Free Version:
Free Version available.
Integrations
Company Information
Aleta
Founded: 2006
United States
aleta.io
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Product Details
Platforms Supported
Cloud
Mac
iPhone
iPad
Android
Training
Documentation
In Person
Support
Phone Support
Online
Aleta Frequently Asked Questions
Q: What kinds of users and organization types does Aleta work with?
Aleta works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Aleta support in their product?
Aleta supports these languages: English.
Q: What kind of support options does Aleta offer?
Aleta offers support via phone support and online.
Q: What other applications or services does Aleta integrate with?
Aleta integrates with: Microsoft 365.
Q: Does Aleta have a mobile app?
Yes, Aleta has a mobile app for iPad, iPhone, and Android.
Q: What type of training does Aleta provide?
Aleta provides training in the form of documentation and in person.
Q: How much does Aleta cost?
Pricing for Aleta starts at Free.
