Unlock Full Reporting Freedom with Aleta’s Data Cube
Around 90% of our family office clients’ needs are covered by Aleta’s built-in dashboards. But for those power users who need something extra, the Aleta Data Cube is a custom reporting superpower. It delivers live, multidimensional wealth data directly in your preferred BI tool so you can move from question to answer in minutes. No code required.
Built for Analysts Who Need Speed and Depth
The Aleta Data Cube gives power users what they’ve been waiting for: full, frictionless access to their data.
- Connect directly to Excel or Power BI for live analysis.
- Access pre-built calculations like Time-Weighted Return and IRR.
- Eliminate manual exports, formatting, and data cleanup.
- Drag and drop fields to answer complex, ad hoc questions.
- Generate reports with multi-entity, multi-asset coverage in real time.
+$100Bn
in monitored assets
+50%
time saved in quarterly reporting
+100
custodian and bank integrations
Open Architecture that Future-Proofs Your Tech Stack
The Aleta Data Cube is a product of Aleta’s open-architecture design – a future-ready approach that gives family offices full ownership of their data and the freedom to shape their reporting ecosystem.
- The Cube uses the same pre-validated data that powers Aleta’s core platform.
- Offices can blend Aleta data with external sources in a single dashboard.
- You can scale and adapt your reporting as needs evolve. No re-platforming.
- It supports full interoperability across upstream and downstream systems.
Enterprise-Grade Data. No Developer Needed.
Most systems promise “data access.” Aleta delivers it. The Cube is pre-configured for Excel and Power BI so that non-technical teams can work like data engineers – without writing a single line of code.
- Use your own templates and visualizations.
- Merge Aleta data with external datasets for holistic views.
- Automate recurring reports with live data sources.
- Rely on institutional-grade accuracy and performance metrics.
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.
Answer Questions When They’re Asked. Not a Day Later
From last-minute principal requests to month-end reporting, the Cube changes the tempo. It removes bottlenecks, accelerates insights, and lets your team operate with confidence.
- Run real-time “what-if” scenarios in minutes.
- Build custom dashboards for every stakeholder.
- Blend operating company data with financial performance metrics.
- Reduce reliance on spreadsheet logic and manual reconciliation.
- Free up analysts to analyze, not just prepare data.
Frequently Asked Questions About Aleta's Data Cube
A next-generation wealth platform for forward-thinking family offices
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