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Build a Future-Proof Tech Stack with Aleta’s API and MCP

Aleta’s API and MCP layer allow your wealth data to flow securely between systems. Whether you’re integrating CRM and ERP tools, enabling AI-powered assistants, or building bespoke workflows for your analysts, Aleta’s open infrastructure gives you full command of your data, without compromising security or usability.

Secure Integration with the Aleta API

Aleta’s API provides a secure, enterprise-grade integration layer built for family offices that want full control over their data flows. It’s the same API our frontend uses which means you get access to the exact same real-time data engine that powers Aleta itself.

Fully documented, developer-friendly interface with permission-based access.
Real-time synchronization with internal tools like CRMs, ERPs, or analytics engines.
JSON-based data output ready for immediate use with no need for cleanup or transformation.
Enables automated actions, alerts, and custom logic within your tech ecosystem.
Built with the same encryption and security standards that protect Aleta’s core platform.

Explore the Aleta Platform

+$100Bn

in monitored assets

+50%

time saved in quarterly reporting

+20 years

of securing family office data

Build AI-Ready Workflows with Aleta’s MCP Layer

Sitting on top of the API, the MCP creates structure around how data flows in and out. This makes it ideal for intelligent automation, particularly with AI agents and workflows.

Standardizes data access for machine-readability and structured automation.
Provides a framework for AI agents to interact securely and accurately with Aleta's family office software.
Ideal for offices experimenting with proprietary tech or AI-based strategies.

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Open Architecture that Future-Proofs Your Family Office

Aleta’s open architecture gives your family office more than access – it gives you control. Our Data Cube, API, and MCP give family offices full ownership of their data and the freedom to shape their reporting ecosystem.

API access ensures clean, consolidated data can flow anywhere it’s needed.
Integrate seamlessly and securely with third-party tools through our publicly documented API.
Avoid lock-in by using Aleta as a flexible component of your broader tech stack.
Connect data across reporting, accounting, private markets, CRM, and BI tools.
Build with confidence knowing Aleta supports current and future systems alike.

Learn More About Aleta's Data Cube