Knowledge HUB

What We Do Family Offices Wealth Managers Knowledge Hub Our Story

Request a Demo

How to vet family office software vendors in the age of AI

We’ve created a no-nonsense guide on what to look for (and what to run from) to help you vet high-promise vendors in the AI era.

Want our insights in your inbox?

Case Study: How Dreamers Collective Built an AI-Ready Tech Stack with Aleta

See how a multi-family office used Aleta’s family office software to build an AI-ready tech stack that turns complex wealth data into precise insights.

Feb 23, 2026

Family offices,

Best Family Office Software Platforms in 2026: Reviews & Comparison

Compare the best family office software platforms in 2026. A practical guide for single and multi-family offices covering features, fit, and how to choose the right solution.

Feb 05, 2026

Family offices

Addepar vs. Aleta: Which Platform is Right for Your Family Office in 2026?

An in-depth comparison of Addepar vs. Aleta. Discover which wealth platform is right for your family office based on private markets, open API, and analytics needs.

Jan 22, 2026

Family offices

Asora vs. Aleta: Which Platform is Right for Your Family Office in 2026?

Compare Asora and Aleta. Why Aleta's AI, forecasting, and Data Cube make it the superior choice for modern family offices.

Jan 13, 2026

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

Masttro vs. Aleta: Which Platform is Right for Your Family Office in 2026?

Compare Masttro and Aleta. Do you need the Heavy Enterprise Fortress (Masttro) or the Agile Intelligence Engine (Aleta)? See the winner on speed and open tech.

Dec 30, 2025

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