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The State of AI in Family Offices — Why You Need to Fix Your Data Before You Buy AI
63% of family offices want AI in reporting but only 29% use it. The bottleneck isn't AI — it's the data layer. Here's what the offices making progress did first.
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Aleta Appoints Family Office Industry Veteran Thomas Nicholson as Vice President, North America
Nicholson brings over a decade of inside-the-office and provider-side experience and joins Aleta’s established U.S. operations to lead the company’s continued growth across North America
Apr 23, 2026
Aleta news
The State of AI in Family Offices — Why You Need to Fix Your Data Before You Buy AI
63% of family offices want AI in reporting but only 29% use it. The bottleneck isn't AI — it's the data layer. Here's what the offices making progress did first.
Apr 20, 2026
AI,
Family offices
Top Portfolio Reporting Tools for Family Offices: The 2026 Evaluation Guide
65% of family offices still rely on spreadsheets. Compare the top portfolio reporting tools for 2026 on AI automation, total wealth consolidation, and succession-ready dashboards.
Apr 14, 2026
Family offices,
AI
Press Release: Aleta Wins "Best Consolidated Reporting" at the WealthBriefing Awards 2026
Recognition confirms Aleta's position as the leading purpose-built family office software platform for consolidated wealth reporting.
Apr 13, 2026
Aleta news
Next-Generation Family Office Technology: 2026 Guide to Wealth Consolidation, AI & Succession
65% of family offices still run on spreadsheets. This 2026 guide covers next-gen wealth platforms: total wealth consolidation, AI, and succession planning.
Apr 10, 2026
Family offices,
AI
Press Release: Aleta Named Best Data Provider at Family Wealth Report Awards 2026
Recognition confirms Aleta's position as the leading purpose-built family office software platform for consolidated wealth reporting.
Jan 20, 2026
Aleta news,
Family offices
Best Accounting Software for Family Offices in 2026: Top 7
A practical guide to the best General Ledgers for family offices. Compare Asseta AI, SumIt, Sage, Yardi, and NetSuite. Learn how to build a Best-of-Breed tech stack.
Jan 05, 2026
Family offices
The Aleta API & MCP: Building a Future-Proof Tech Stack – Q&A with CEO Nordics, Anders Viskum
Discover how Aleta’s API and MCP give family offices secure, real-time data access, automation capability, and full flexibility to build a future-proof tech stack.
Dec 03, 2025
AI,
Family offices
Open vs. Closed Architecture: Why Future-Ready Family Offices Choose Aleta
Discover why open architecture is the future of wealth reporting. Learn how Aleta’s API future-proofs family offices with flexible, accurate data access.
Nov 26, 2025
Family offices
Aleta Featured in Forbes 2025: Inside the Top Data Consolidation & Wealth Reporting Platforms
Forbes spotlights Aleta in Simple’s 2025 tech report for its leadership in data consolidation and wealth reporting for family offices.
Nov 20, 2025
Family offices,
Aleta news
Aleta’s Data Cube: Turning Fragmented Wealth Data into Trusted Insight
Discover how Aleta’s Data Cube enables financial data power users to explore their wealth in greater depth with live connections to Power BI and Excel or any other BI tool.
Nov 11, 2025
Family offices
The Aleta Data Cube: A Custom Reporting Superpower – Q&A with CEO Ken Gamskjaer
Discover how family offices connect Aleta’s Data Cube directly to Power BI and Excel to supercharge their custom reporting capabilities with no need for an API.
Nov 10, 2025
Family offices