Unify Your Wealth with Trusted Data Aggregation and Consolidation for Family Offices
Managing wealth across multiple custodians, asset classes, and legal structures doesn’t need to be difficult. With Aleta, you gain a single platform that aggregates and consolidates all your financial data, turning scattered feeds into structured insight. From public equities to private equity, real estate to digital assets, Aleta delivers one clear, reconciled view you can rely on.
The Most Reliable Source of Truth for Family Offices
Aggregation is only the first step. Consolidation turns raw data into meaningful insight. We do both.
Aleta securely aggregates and consolidates data from 100+ custodians, private equity sources, and systems across every asset class. Our white-glove data operations ensure the exceptional data accuracy that makes the Aleta wealth platform the most reliable source of truth for family offices.
- Track liquid and illiquid assets across banks, funds, and entities.
- Drill down into any transaction or entity instantly.
- Monitor performance effortlessly across all asset classes.
- View one complete financial picture that builds trust across generations.
+$100Bn
in monitored assets
+50%
time saved in quarterly reporting
+100
custodian and bank integrations
Free Your Team from Spreadsheet Chaos
Spreadsheets weren’t built for the scale and complexity of modern family offices. The workload is staggering. Each error or inconsistency erodes confidence when principals notice reports don’t align. And next-generation family members disengage when confronted with clunky, error-prone systems.
Aleta’s family office software replaces your spreadsheets with a complete and accurate, consolidated view of your wealth.
- Eliminate manual reconciliations and late-night closings.
- Reduce risk from broken formulas and inconsistent data.
- Automate data validation across all systems.
- Shift your staff’s time from firefighting to forward-looking analysis.
Engage Every Generation with Accurate, Accessible Data
As wealth continues its transition to a new generation, expectations are changing. Aleta provides the seamless digital experience younger family members demand and the data precision principals expect.
- Give principals confidence in every number.
- Access mobile-first dashboards for always-on clarity.
- Allow next-gen users to explore their wealth digitally.
- Deliver consistent views across mobile, desktop, and reporting tools.
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.
Built for Complexity Across Currencies, Structures, and Asset Classes
Wealth doesn’t live in silos, and your reporting platform shouldn’t either. Aleta brings together every component of the family portfolio into a single, intelligent dashboard.
- Consolidate holdings across entities, trusts, and legal structures.
- Track assets in any currency or jurisdiction.
- Integrate directly with Power BI and Excel and work with live wealth data.
- Visualize ownership, exposure, and performance in one system.
Frequently Asked Questions
What’s the difference between aggregation and consolidation?
What’s the difference between aggregation and consolidation?
Aggregation collects data from external sources. Consolidation ensures that data is accurate, reconciled, and structured into a single version of truth.
Why is consolidation important for family offices?
Why is consolidation important for family offices?
Consolidation eliminates manual work, improves data accuracy, and enables better decision-making across generations and asset classes.
How does Aleta support complex portfolios?
How does Aleta support complex portfolios?
Aleta consolidates data from 100+ custodians and systems, handles multi-currency and multi-entity setups, and supports all asset types, including private equity, real estate, digital assets, and collectibles.
Can I customize how data is reported and visualized?
Can I customize how data is reported and visualized?
Yes. Aleta is built on open architecture, and with its open API, MCP layer, and Data Cube, you can build entirely custom reports, connect your consolidated data to any system, and even power your own AI agents. The result is unlimited flexibility for even the most specialized reporting needs.
Is Aleta secure?
Is Aleta secure?
Yes. Aleta is built on enterprise-grade architecture with SOC 2 compliance, encrypted data handling, and rigorous penetration testing protocols.