Wealth management software for forward-thinking wealth managers
Free yourself from legacy systems with our wealth management platform
While your competitors are still stuck with increasingly complex tech infrastructures built around legacy systems, now is the time to get ahead.
Say goodbye to clunky legacy systems and error-prone data management and hello to next-generation wealth management software that puts the power of wealth management at your fingertips.
Untangle the complexity of integrating different asset managers and global data sources by deploying a dynamic solution built specifically to address the diverse challenges wealth managers encounter.
As an antidote to inefficient wealth management, the Aleta investment management software allows you to manage wealth efficiently and intelligently and provide your clients with a single source of truth.
Investment management software that positions you as a leader within wealth management
52% are unsatisfied with the digital maturity of their advisors and the wealth management platform they offer.
And within a decade, 30% of global wealth will be passed on to a generation with even higher digital expectations.
With nine out of 10 switching wealth manager after a generational transition, it’s time to ask yourself: Are you prepared for the next generation of (U)HNWIs?
Focusing on superior design and intuitive user experience, we’ve crafted a next-generation wealth management solution that enables you to seize control, turbocharge productivity and drive exceptional outcomes.
Aleta is not just a wealth management tool – it’s a next-generation wealth platform that positions you as a leader within wealth management.
Stay updated on the go with our wealth management app
The Aleta wealth management system allows you and your clients to stay updated at all times, through a slick, ultra-secure mobile wealth management app.
In order to offer top-tier wealth tech, we’ve developed a mobile app, crafted with the next generation’s high expectations for design and functionality in mind.
Leverage Aleta’s advanced wealth management software to deliver personalized, data-driven, and holistic insights – anytime, anywhere.
Get unwavering confidence in wealth growth and preservation with our next-generation software for wealth managers.
And you don’t need to do it yourself to raise the bar
Do you like the Aleta platform? Imagine it customized with your own colors and branding.
With 66% of clients dissatisfied with the touchpoints they have with their wealth manager, now is the time to stand out.
Aleta's cutting-edge white-label technology gives you a fully deployed, maintained, and scalable wealth platform that lets you provide a superior experience to your clients, all without the hassle of building from scratch.
Prepare for the new world of wealth with our wealth management software
70% of HNWIs under 40 consider sustainability an important part of their investment decisions.
At Aleta, sustainability is embedded at the very core of our wealth management software, unlike many platforms where sustainability considerations are an afterthought.
We believe that impact and profit go hand in hand. To dispel the myth that they are mutually exclusive, we present financial figures alongside sustainability metrics, demonstrating that investments can achieve strong returns while adhering to sustainable principles.
With our software for wealth management, we want to foster a comprehensive wealth perspective – one that generates profit and drives positive change.
Setting the gold standard for security in wealth management systems
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 wealth management software is highly secure.
For more than 20 years, we’ve been fortifying financial data with impenetrable confidentiality and protection.
Our wealth management software 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.
The Aleta wealth management platform 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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