Preserve and build legacy with confidence
Aleta provides a true holistic overview of your wealth and unlocks valuable insights to elevate your wealth strategy.
are being monitored
years of wealth reporting
Challenging the world of wealth management
Get a wealth platform that stands out from the rest and challenges the traditional perspective on wealth and wealth reporting.
Beyond the bottom line
We take pride in our ability to translate complex data into valuable insights, elevating your wealth strategy. Over our 15 years in the wealth management business, we’ve witnessed wealth owners evolve from solely profit-driven to increasingly conscious of the impact of their investments.
Traditionally, the prevailing belief in the financial world was that investors had to make a trade-off between return and impact – profit and purpose.
However, we firmly believe that in the future, return and impact will complement each other. In a world where capital equals power, and power equals influence, what we choose to do with what we have is how we leave a mark on this world.
Our aim is to provide balanced profit and impact insights that empower you to make informed decisions that extend beyond the bottom line.
We convey insight
We drive change
We inspire impact
Multiple asset managers, currencies and data sources. Assets spread all over the world. That’s the reality for most wealth owners. With Aleta, that’s not an issue. You get a holistic overview of your entire wealth universe.
Data is the foundation of well-informed decisions, and wealth reporting is an essential part of every family-office infrastructure. Therefore, providing accurate data is an entrusted task that we do not take lightly.
Being responsible of the wealth for an entire family is stressful, and data insights are crucial to make the right decisions. Paradoxically, most family offices tackle this by turning up complexity. We turn complexity into insights.
Let’s be honest. Data can be manipulated, and some might be selective about the data to fit their own agenda. In Aleta you’ll have access to all the necessary data – good and bad – so you can form your own opinion.
Aleta – a next-generation wealth platform.
An accurate consolidated overview of your entire wealth
Gone are the struggles with rigid portfolio systems and error-prone spreadsheets. With Aleta, you get a fully consolidated overview of the entire wealth through intuitive reports and dynamic visualizations – all the while embracing a more efficient organization and reducing key-man risk with ease.
And alternative investments are no exception
With more than 15 years of experience within wealth management reporting, Aleta has gained unparalleled insights into the unique needs and preferences of wealth owners. One of the key requirements we understand well is hassle-free reporting on alternative investments, including private equity, real estate and passion investments. With Aleta, you can include all types of non-listed assets into your comprehensive overview.
We measure more than returns
We are passionate about integrating impact into the core of financial decision-making. While profit and return metrics are widely available, we stand out as pioneers as we are devoted to include more than just financial return measures.
monitored with Aleta
years of wealth reporting