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Wealth & Private Banking › Portfolio & Wealth Management › Client Reporting
Aleta
Next-generation wealth platform giving family offices a holistic, consolidated overview of multi-asset wealth.
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Overview
Aleta is a wealth management platform purpose-built for family offices to manage complex, multi-asset, multi-entity wealth. It consolidates every asset class — public equities, private equity, real estate, alternatives and non-financial assets — into a unified view across entities and custodians, with reporting at its core.
Built on secure infrastructure with SOC 2 certification, Aleta gives family offices a holistic wealth overview to preserve and grow wealth with confidence.
Key Features
- + Consolidated multi-asset wealth reporting
- + Multi-entity wealth management
- + Public, private and alternative asset coverage
- + Custodian data aggregation
- + Holistic wealth overview dashboards
- + Secure, SOC 2 certified infrastructure
Integrations
Open APICustodians
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