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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.

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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

What You Really Need to Know About Family Office Costs and Fees

Get the full breakdown of family office costs, fee models, and cost-saving strategies. Clear, data-driven insights for UHNW families and advisors.

Nov 05, 2025

Family offices

From Spreadsheets to Strategy: How Consolidation Frees Family Offices to Focus on What Matters

Family offices are drowning in manual reconciliations. Discover how true consolidation reduces stress, ensures accuracy, and builds generational trust.

Oct 21, 2025

Family offices

Trends and Future Outlook for Family Offices in 2025 and Beyond

Explore the key trends shaping family offices in 2025, including tech adoption, investment shifts, and succession planning. See what the future holds for global wealth management.

Oct 17, 2025

Family offices,

Consolidation vs. Aggregation: Why Family Offices Need More Than Just Data Collection

Discover why aggregation isn’t enough for family offices – and how consolidation delivers accuracy, trust, and clarity for multi-generational wealth.

Oct 13, 2025

Family offices

Mobile-First vs. Mobile-Friendly: Why Family Offices Must Bridge the Gap for Next-Gen Wealth

Family offices can’t afford “mobile-friendly.” Learn why mobile-first apps like Aleta are essential to engage Millennials and Gen Z in wealth management.

Oct 07, 2025

Family offices,

NextGen

Regulation and Compliance in Family Offices

Explore how family offices can navigate complex regulations across jurisdictions with clear governance, coordinated reporting, and resilient compliance frameworks.

Oct 02, 2025

Family offices