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What is Aleta?

Aleta is an advanced wealth management platform specifically designed for family offices, financial advisors, and wealth managers, effectively consolidating data from multiple custodians, asset types—such as private equity and real estate—and various currencies into an intuitive dashboard. By leveraging AI-powered analytics, interactive visualizations, and comprehensive transaction analysis, it boasts more than 100 banking integrations and over 15 years of experience in providing insightful reporting. The system simplifies the management of private-equity statements, making it easier to incorporate alternative assets into investment strategies. Furthermore, it includes ESG and impact metrics alongside traditional financial performance to encourage sustainable wealth management practices. Aleta has received accolades for its outstanding reporting and features a contemporary cloud-native architecture, a mobile app for easy access, and customizable white-label solutions, all built on a Microsoft infrastructure. To protect client data, Aleta implements robust security protocols, including SOC 2 certification, multi-factor authentication, and encryption, ensuring both safety and integrity. Its dedication to innovation and superior user experience cements Aleta's status as a leading option in the wealth management industry. With a focus on enhancing wealth management for future generations, Aleta is not just a service but a partner in achieving financial success.

What is Advisor360°?

Elevate your automation processes and boost the productivity of your advisors with our comprehensive digital wealth management platform, which provides a unified and cohesive digital experience. By pinpointing your main challenges, we will assist you in navigating towards the optimal solution. Our aim is to deliver a smooth and integrated wealth management experience specifically customized for your advisors. Our all-encompassing software solution is crafted to efficiently oversee the digital wealth journeys of both advisors and their clients, addressing the diverse wealth management requirements across multiple sectors such as investments, banking, and insurance, all through a robust platform that integrates seamlessly with your existing technological landscape. Recognizing that inconsistent and fragmented data can impede decision-making and results, we implement a distinctive strategy to effectively streamline and consolidate your data. Our intuitive applications not only expedite your market entry but also enable faster, data-driven decisions to be made. By harnessing our vast expertise in wealth management and enterprise software, we create innovative, customizable solutions that specifically address your business needs, ensuring that you maintain a competitive edge in the industry. This strategic approach not only empowers your team but also significantly boosts client satisfaction and engagement, ultimately fostering long-term relationships. As we continue to adapt to the evolving market needs, our commitment remains steadfast in helping you thrive in a dynamic environment.

Media

Media

Integrations Supported

Microsoft 365

Integrations Supported

Microsoft 365

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Aleta

Date Founded

2006

Company Location

United States

Company Website

aleta.io

Company Facts

Organization Name

Advisor360°

Company Location

United States

Company Website

www.advisor360.com

Categories and Features

Categories and Features

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