Family office software for forward-thinking family offices
Move beyond spreadsheets with our family office software solutions
Growing family wealth is probably one of your main goals. And growth is good. But as wealth grows, so does the comprehensive spreadsheet you’ve built to maintain a total wealth overview.
And the bigger the spreadsheet, the less overview does it give you, the higher the risk of making errors, and the more time you spend maintaining it.
Enter Aleta. With our family office software solutions, we automatically and securely collect all your financial data regardless of the type, entity, or currency and present them in one intuitive platform.
With the Aleta wealth platform, you get a crystal-clear view of your wealth universe so you can gain unparalleled control over your investments.
Family office reporting software that supercharges your wealth strategy
You’re not alone. 40% of family offices are concerned with their reliance on spreadsheets and manual aggregation of data. Do you want to get left behind or get ahead?
Say goodbye to clunky workflows and humongous spreadsheets and hello to a seamless solution that puts the power of wealth management at your fingertips.
By centralizing and consolidating your data, Aleta empowers you to unlock a goldmine of insights to skyrocket your wealth strategy.
Slice and dice your data as you want. Analyze your wealth from all angles with advanced features. Drill down to transaction level to illuminate every nook and corner of your wealth.
Turn your data into actionable insights and drive exceptional outcomes with our family office wealth management software – built for family offices by family offices.
Stay updated on the go
The Aleta wealth platform allows you to stay updated at all times, through a slick, ultra-secure mobile app.
In order to offer the best family office software solution, we’ve developed a family office app, crafted with the next generation’s high expectations for design and functionality in mind.
You get in-the-moment updates on market shifts and portfolio performance, so you can maintain the helm – even on the go.
Get unwavering confidence in wealth growth and preservation with our next-generation software for family offices.
Save time and resources with our family office accounting software
No more endless hours of preparing the accounting basis for your family office, no more sleepless nights worrying about potential errors, and no more exorbitant fees from your auditor for preparing the material.
Aleta is more than just a wealth reporting platform – it’s probably also the best family office accounting software out there.
We deliver comprehensive accounting material ready for direct submission to your auditor or seamless integration into your accounting system. Knowing that an experienced partner is managing this crucial task provides peace of mind. That’s why it’s one of our customers’ favorite family office services.
Choose Aleta for a hassle-free accounting experience and focus on what truly matters – growing your wealth and preserving your legacy.
Setting the gold standard for security in family office technology
Handling your data is an entrusted task that we do not take lightly. That’s why we’ve taken all the measures to ensure that our family office software is highly secure.
For more than 20 years, we’ve been fortifying family offices' financial data with impenetrable confidentiality and protection.
Our platform is built entirely on robust Microsoft infrastructure, boasting a SOC 2 certification, and undergoing rigorous annual penetration tests. All data is encrypted, and we use multi-factor authentication across the board.
If data residency is a priority, rest assured that we can meet your requirements, as Microsoft has a global network of data centers.
Aleta family office software offers unparalleled security and peace of mind, knowing your wealth is protected by the best in the industry.
A next-generation wealth platform for progressive wealth owners
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