Family office software for forward-thinking family offices
Bridging Generations With Modern Software for Family Offices
Aleta gives family offices a unified view of everything under management – public, private, and alternative – across entities, custodians, and asset classes in a modern and intuitive platform.
We unite the mindset of wealth creators with the digital-first expectations of tomorrow’s stewards to offer the very best family office software and wealth management tools.
From curated reports to sleek, on-demand insights powered by AI, Aleta delivers a seamless experience for every generation with our software for family offices.
Powerful Features to Future-Proof Your Family Office
Move Beyond Spreadsheets With Modern Family Office Technology
Spreadsheets were never designed to manage the complexity of family wealth. As portfolios grow and structures become more intricate, the limitations of manual tools become impossible to ignore. Aleta gives you a better way to work.
Our family office software solutions replace manual spreadsheets with an award-winning platform that consolidates all your financial data into one clear, secure view that can be accessed anytime, anywhere.
- Consolidate all financial data across asset classes, entities, and currencies.
- Eliminate error-prone spreadsheets and manual processes.
- Gain a single, structured view of total family wealth.
- Save time spent on repetitive data entry, validation, and formatting.
- Award-winning interface recognized for intuitive design and reporting excellence.
Stay Connected Anywhere With Secure Mobile Access
Aleta’s secure, mobile app keeps your team and principals connected to portfolio insights anytime, with a flexible, intuitive interface that delivers the experience today’s wealth owners demand.
- Access portfolio dashboards and documents via Aleta’s secure mobile app.
- Built for next-gen expectations: intuitive design, fast navigation, zero clutter.
- Monitor performance and market changes anytime, anywhere.
- Maintain oversight while traveling or between meetings.
- A true mobile-first experience, not just a scaled-down desktop view.
Testimonial
Aleta has played a big role in the digitization of our family office. The UX is much better than the previous platform we used, which makes it easier to get an overview. Implementation was smooth and the customer service is unparalleled.
CEO | Large Family Office
Drive Smarter Decisions With Our Family Office Software
Timely decisions rely on trusted data. Aleta transforms raw information into real insights with customizable reports, intuitive dashboards, and analytics built for complex portfolios. Whether for internal oversight or stakeholder reporting, your data works harder.
- Replace manual aggregation with centralized, structured wealth data.
- Analyze your portfolio by asset class, entity, beneficiary, or strategy.
- Drill down to transaction-level detail across all holdings.
- Turn raw data into actionable insights using advanced reporting tools.
- Designed for family offices by family offices.
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.
- Aggregate data from all custodians and financial institutions.
- Track liquid and illiquid assets, including private equity, real estate, and co-investments.
- Monitor holdings across jurisdictions, ownership structures, and family branches.
- Support for multi-currency and multi-entity setups out of the box.
- Drill down from a consolidated overview to transaction-level detail.
Safe & Secure. 24x7.
The Aleta family office platform is built on secure Microsoft infrastructure with SOC 2 certification, full encryption, and global data residency options, giving family offices peace of mind that their wealth data is fully protected.
- SOC 2 certified and hosted on Microsoft Azure infrastructure.
- End-to-end encryption and multi-factor authentication by default.
- Annual penetration testing and continuous security oversight.
- Supports data residency requirements via Microsoft’s global data centers.
- Trusted by family offices for 20+ years of secure, compliant operations.
Our CEO on family office software
Family offices deserve technology that can handle the complexity and purpose of the wealth they manage. At Aleta, our vision is simple: to bring truth, structure, and clarity to every portfolio so families can operate with confidence, preserve their legacy, and build for what’s next.
Ken Gamskjaer | CEO & Co-founder | Aleta
Feature Spotlight: What Makes Aleta Stand Out
Mobile-first access: A secure, intuitive app for principals and staff, offering full portfolio oversight from anywhere, with zero learning curve.
Custom reporting & analytics: Connect Excel, Power BI, and other tools directly to Aleta’s data engine. No exports, just clean, structured, real-time-ready data.
Open integrations by design: APIs for ERP, CRM, AI workflows – ready to plug in to your tech‑stack.
AI-first foundation: Structured data enables exception-based workflows, automation, and scalable intelligence.
Tailored onboarding & ongoing support: We never let you fall through the cracks. You’ll have a dedicated team by your side, backed by a global force of specialists. The sun never sets on Aleta.
Flexible data operations: Choose between fully managed or in‑house data servicing.
Modern, lightweight tech stack: Cloud-native infrastructure with Microsoft ecosystem compatibility.
Fully integrated alternatives: Private equity, real estate, venture, and co-investments tracked alongside traditional assets.
Track your collectibles: From fine art and vintage cars to rare watches and wine – monitor, value, and report on your unique assets in one place for a complete financial picture.
Multi-entity, multi-everything: Built to handle complexity across custodians, currencies, jurisdictions, and entity types.
All asset types supported: Track everything in one system, from equities and crypto to art, aircraft, and direct investments.
Intuitive for everyone: Clear and fast for teams, engaging and accessible for principals and next-gen users.
Does This Sound Like Your Single Family Office?
You manage a significant amount of wealth across both liquid and illiquid investments, with data scattered across custodians, spreadsheets, and inboxes.
Your team is lean, and processes are time-consuming and error prone.
Whether you're navigating a generational shift, onboarding a new leader, or simply ready to professionalize operations, Aleta is probably the best family office software for your business.
Is Your Multi-Family Office Supporting Demanding Clients With Outdated Tools?
You advise (U)HNW families and feel the pressure to modernize.
Your current platform can't keep up: limited reporting, no real app experience, and weak support for alternatives.
Whether you're trying to retain and win larger clients, differentiate digitally, or professionalize your offering, Aleta gives you the edge with robust multi-client support, customizable reporting, and a white-labeled mobile experience your clients will actually want to use.
See how Aleta can streamline your structure, eliminate manual work, and deliver clarity across all assets so your family office operates with confidence and control.
FAQ ‑ Common Questions About Family Office Software
Can Aleta’s family office software handle alternative / illiquid assets and private equity?
Yes. Aleta tracks public, private, and alternative assets with full look‑through, and integrations for third‑party fund data.
How secure is my data and how is privacy handled?
Your data is protected with SOC 2 certification, end‑to‑end encryption, Microsoft Azure infrastructure, global data residency options, and strict authentication/authorization protocols.
How long does implementation take and what kind of support is provided?
Onboarding is tailored to complexity. You’ll have a dedicated team, global specialist backup, and your data architecture customized for your family office structure. Typical foundational implementation ranges from a couple of weeks to 2-3 months depending on size and complexity.
Aleta also supports historical data backfilling, enabling seamless migration of past records and performance data into the platform.
What kind of assets does Aleta support?
Aleta handles all asset types – public, private, and alternatives – including real estate, venture capital, private equity, art, collectibles, and crypto.
Can I customize dashboards and reports?
Yes. Reports can be tailored by user, entity, asset class, or strategy. You can also connect external tools like Excel or Power BI for advanced visualization.
Is mobile access fully supported?
Absolutely. Aleta’s app is built mobile-first, offering full access to dashboards, documents, alerts, and performance metrics.
Can I integrate Aleta with our existing systems?
Yes. Aleta offers robust APIs and seamless integrations with ERPs, CRMs, document vaults, and other systems commonly used by family offices.
Who has access to my data?
Only users you authorize. Role-based permissions control access at the entity, asset, or user level.
A next-generation wealth platform for progressive wealth owners
335 Madison Avenue, NY-10017, USA Ingerslevs Boulevard 3, 8000 Aarhus, DK CVR: 43 67 16 85
Copyright @ Aleta A/S 2025