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
What is the Aleta Data Cube?
What is the Aleta Data Cube?
It’s a pre-configured data layer that gives you real-time access to clean, consolidated wealth data directly in Excel, Power BI, or any other BI tool. It’s designed for power users who need to work fast and deep.
How is it different from an API?
How is it different from an API?
The API is for developers who need to integrate Aleta with other systems. The Data Cube is for analysts who want instant access to wealth data in their favorite tools without code.
Who uses the Data Cube?
Who uses the Data Cube?
The Data Cube is purpose-built for power users in family offices: analysts, investment operations teams, and technically-curious finance professionals who like to work hands-on. They know Excel, they understand data structures, and they don’t want to be confined by rigid reporting templates.
It’s for people who want flexibility, control, and depth without needing developers or custom engineering. They love the ability to answer niche questions instantly and build bespoke reports with full confidence in data quality.
What types of data can I access through the Cube?
What types of data can I access through the Cube?
You can access the entire pre-configured data layer powering the Aleta platform, including transactions, holdings, valuations, private equity metrics, multi-entity structures, and more. This ensures reporting can span all asset types and organizational layers.
Does the Cube include performance metrics and return calculations?
Does the Cube include performance metrics and return calculations?
Absolutely. The Data Cube includes pre-built, institution-grade calculations such as Time-Weighted Return and IRR. This allows users to build reports with embedded logic without creating formulas from scratch.
Can I blend Aleta data with external business or operational data?
Can I blend Aleta data with external business or operational data?
Yes. Many clients use the Cube to merge Aleta investment data with external datasets, such as operating business performance, ESG data, or family governance metrics, creating truly holistic dashboards.
Do I need IT support to use the Cube?
Do I need IT support to use the Cube?
No. You can connect directly from Excel or Power BI. No technical setup, scripting, or development is required.
What makes it unique?
What makes it unique?
Live connections, built-in performance calculations, drag-and-drop simplicity, and no vendor dependency. You get total control over how you report.
Ultimately, the Cube empowers users to build what they want, how they want it, without compromise or waiting for vendor customizations. It preserves familiar workflows while unlocking a deeper, faster, more scalable analytical environment.
Is the Data Cube secure?
Is the Data Cube secure?
Yes. The Cube inherits Aleta’s enterprise-grade security infrastructure, including Microsoft Azure hosting, multi-factor authentication, and SOC 2 compliance. Data flows are encrypted end-to-end and access-controlled by role.