Consolidated Wealth Reporting for a Complete, Verified View of Total Wealth
Aleta’s Consolidated Wealth Reporting delivers an intuitive, verified picture of total wealth for the principal while also providing the deep investment intelligence required by the professionals who oversee it.
Intuitive Reporting Built for the Principal
Most wealth platforms are built for finance professionals and handed down. Aleta is built the other way around. The interface is clean, visual, and immediately intelligible, whether you are a principal checking your portfolio on your phone or a next-generation family member seeing your wealth for the first time.
- Zero learning curve: If it takes more than 60 seconds to find what you need, we haven’t done our job.
- Award-winning design: A clean, visual interface that makes complex multi-entity wealth immediately intelligible on any device.
- Stakeholder-ready: Provides next-generation family members and principals alike with a digital-first experience they can trust.
+$100Bn
in monitored assets
+50%
time saved in quarterly reporting
+100
custodian and bank integrations
Deep Investment Reporting for Professionals
Underneath Aleta’s intuitive interface lies a seriously powerful engine for deep analysis and custom reporting. Whether it is the CIO tracking manager performance, the CFO reconciling positions across structures, or an investment analyst building exposure reports, Aleta acts as your single source of truth by delivering deep investment reporting and actionable wealth intelligence without the implementation overhead of legacy platforms.
- No walled garden: Your data belongs to you. The full data layer that powers Aleta is accessible via our Data Cube and open APIs. Connect directly to Power BI, Excel, Tableau, your tax system, or your GL.
- Endless custom reporting possibilities: Connect to your preferred BI tool to create highly customized reports for unique cases that require non-standard formats.
- AI-ready data foundation and MCP: You can’t build on top of noise. With Aleta, you get a consolidated, reconciled, and structured data foundation that you can build on with confidence.
Quick Comparison: Top Family Office Consolidated Reporting Platforms
Feature | Aleta | Addepar | Masttro | Archway | Asset Vantage | Asora | FundCount |
|---|---|---|---|---|---|---|---|
Consolidated reporting | Best in class | Strong | Strong | Limited | Limited | Basic | Moderate |
Private market automation (AI) | Full Aleta Intelligence | Limited | Limited | Manual | Manual | None | None |
Principal UX / mobile app | Award-winning | Complex | Adequate | Accountant-grade | Accountant-grade | Basic | Complex |
Built-in investment GL | Yes | No | No | Yes | Yes | No | Yes |
Open API / Data Cube | Full | Limited | Closed | Limited | Limited | None | Limited |
AI-ready infrastructure | Yes | No | No | No | No | No | No |
Implementation time | 4-8 weeks | 6-12 months | 3-6 months | 2-4 months | 2-4 months | 4-8 weeks | 3-6 months |
Starting price | $1,000/month | AUM-based | $50K+/year | $80K+/year | $40K+/year | ~$900/month | On request |
Supercharge Your Custom Reporting with Aleta’s Data Cube
The Data Cube is a pre-configured data layer that feeds live, accurate wealth data directly into Excel, Power BI, or your preferred BI environment. Aleta handles 90% of reporting needs out of the box, but for those family offices with power users who need something extra, the Aleta Data Cube gives them that.
- Live, code-free access: Use the same data layer that powers the Aleta platform directly in your BI tool.
- Drag-and-drop reporting with built-in performance calculations such as time-weighted return for faster, deeper analysis.
- Merge external business data with consolidated wealth data to unlock to unlock a 360-degree view of your financial landscape.
- Purpose-built for power users who handle unique cases and specialized presentations.
Schedule a demo to see how Aleta simplifies even the most sophisticated portfolios with clean and intuitive design in an award-winning platform so you can operate with confidence.
Open, API-First Architecture: You're Never Boxed In
Aleta's open architecture turns your wealth data into a flexible, automation-ready foundation. Gain the freedom to connect systems, streamline workflows, and build a future-proof tech stack on your terms.
- Secure, real-time access to consolidated, reconciled, structured wealth data via Aleta’s open APIs and MCP.
- Seamless integration with CRM, accounting, or internal systems.
- MCP layer that structures data for intelligent automation and AI tools.
- Freedom to build workflows, dashboards, and reports on your terms.
One Platform for Total Portfolio Control: Track All Assets
Managing wealth across multiple banks, asset classes, and legal structures often means juggling half a dozen platforms – or relying on outdated tools that can’t keep up. Aleta gives you full visibility in one place, with no compromises on complexity.
- Full aggregation: Aggregate data from all custodians and financial institutions and across all currencies and entities.
- Comprehensive asset tracking: Track liquid and illiquid assets, including private equity, real estate, and co-investments.
- Global structural support: Monitor holdings across jurisdictions, ownership structures, and family branches.
- Granular transparency: Drill down from a high-level consolidated overview to transaction-level detail.
FAQ: Consolidated Wealth Reporting from Aleta
What is Aleta’s approach to Consolidated Wealth Reporting?
What is Aleta’s approach to Consolidated Wealth Reporting?
Aleta provides a consolidated, verified view of total wealth across all entities, asset classes, and currencies. Unlike legacy platforms built for finance professionals, Aleta is built the other way around, prioritizing an intuitive interface for the principal while maintaining a powerful, deep investment reporting engine for professional teams (CIOs, CFOs, and analysts).
How does Aleta differ from traditional wealth management platforms?
How does Aleta differ from traditional wealth management platforms?
Most wealth platforms are built for back-office professionals and "handed down" to the client. Aleta is built for the principal first, offering a clean, visual, and mobile-ready interface that requires "zero learning curve." It bridges the gap between high-level stakeholder visibility and the deep, granular data required by investment professionals.
Who are the primary users of the Aleta platform?
Who are the primary users of the Aleta platform?
Aleta is designed for a dual-user ecosystem:
Principals and next-generation family members who need an immediately intelligible, digital-first view of their total wealth on any device.
Finance professionals (CIOs, CFOs, analysts) who require a powerful engine for tracking manager performance, reconciling positions across complex structures, and building exposure reports.
What makes Aleta’s reporting interface "stakeholder-ready"?
What makes Aleta’s reporting interface "stakeholder-ready"?
Aleta’s design focuses on immediate intelligibility. It is built to be used by family members who may be seeing their wealth for the first time, ensuring they can find what they need in under 60 seconds without technical training.
Does Aleta offer deep investment reporting for professional finance teams?
Does Aleta offer deep investment reporting for professional finance teams?
Yes. Underneath the intuitive UI, Aleta provides actionable wealth intelligence across all asset classes. It allows CIOs to track manager performance, CFOs to reconcile positions across various structures, and analysts to build custom exposure reports without the heavy implementation overhead typical of legacy systems.
Can Aleta data be integrated with other financial tools?
Can Aleta data be integrated with other financial tools?
Absolutely. We believe in full data ownership for our clients which is why Aleta operates without a "walled garden" approach. The full data layer that powers the platform is accessible via the Aleta Data Cube, open APIs and an MCP, allowing seamless connection to external tools such as Power BI, Excel, Tableau, tax systems, General Ledgers (GL), and AI agents.
Is my data secure on Aleta?
Is my data secure on Aleta?
Yes. Aleta is SOC 2 Type II certified, meeting the highest standards for data security, availability, and confidentiality. All data is encrypted at rest and in transit.