White-Label Family Office Software for MFOs, RIAs, and Wealth Managers
Aleta’s white-label family office software enables multi-family offices, registered investment advisors, and wealth managers to deliver family office-grade wealth reporting, consolidated dashboards, and private market analytics entirely under their own brand. Built on Aleta’s award-winning platform – with more than $100 billion in assets monitored, 100+ custodian and bank integrations, and 15 years of wealth reporting expertise – firms can go live with a fully branded client experience in weeks, without internal software development or ongoing maintenance.
Your Brand. Aleta’s Industry-Leading Technology
Nowadays, digital platforms are the primary lens through which principals and clients view their financial legacy. When a client logs into your portal, they should see your name, your identity, and your standards, powered invisibly by Aleta’s technology underneath. Every touchpoint, from mobile access to complex investment reporting, is aligned with your firm’s brand guidelines, ensuring that the client experience remains entirely yours.
+$100Bn
in monitored assets
+50%
time saved in quarterly reporting
+100
custodian and bank integrations
What Does Aleta’s White-Label Platform Include?
Aleta’s white-label offering gives MFOs, RIAs, and wealth managers access to the full Aleta platform – all capabilities, all integrations, full branding – without building or maintaining any software infrastructure.
Consolidated wealth reporting across all custodians, asset classes, and entities, including public, private, and alternative assets.
Private markets tracking with IRR and MOIC reporting for private equity, venture capital, real assets, and other illiquid positions.
Total wealth view for the Principal: Intuitive, visual, and accessible on any device, with zero learning curve.
Deep investment reporting for CIOs, portfolio managers, and investment teams, including time-weighted returns and manager performance analytics.
Open API and MCP data access for integration with CRMs, BI tools, tax systems, and AI infrastructure.
SOC 2 Type II certified security on Microsoft Azure, with end-to-end encryption, multi-factor authentication, and annual penetration testing.
100+ custodian and bank integrations with automated daily data feeds and reconciliation.
Multi-currency and multi-entity support across jurisdictions, ownership structures, and family branches.
Aleta: Radically Simple. Seriously Powerful. Built for What’s Next
Aleta is a next-generation wealth platform designed for forward-thinking family offices, bringing public, private, and alternative assets together in an award-winning interface recognized for effortless adoption.
Schedule a demo to see how Aleta simplifies even the most sophisticated portfolios with clean and intuitive design in an award-winning platform so you can operate with confidence.
Purpose-Built for MFOs, RIAs, and Wealth Managers
Aleta is the preferred solution for firms that demand family-office-grade reporting without the burden of internal software development.
For Multi-Family Offices: MFOs using Aleta deliver a professional, branded client experience under their own name, across any number of families. Every principal logs into a portal carrying the firm’s identity, while Aleta handles data aggregation, reconciliation, and reporting across the entire book. Whether managing 5 families or 50, the platform scales without additional infrastructure investment.
For RIAs and Wealth Managers: UHNW clients who have experienced family-office-grade reporting do not accept less. Aleta gives RIAs and wealth managers the reporting depth and client experience that differentiates their practice – consolidated wealth views, private market tracking, and an award-winning interface – all branded and deployed under the firm’s name. No internal development. No maintenance overhead. Zero learning curve for the client.
| Feature | Capability |
|---|---|
| Data Engine | Powerful wealth aggregation and reconciliation across 100+ custodians and banks. |
| Connectivity | Open API and MCP access for AI-driven wealth operations and a seamless flow of data into CRMs, BI tools, and tax systems. No manual workarounds. |
| Security | SOC 2 Type II certified on Microsoft Azure, with MFA and annual penetration testing. |
| Scalability | Architecture designed to support growing client bases and complex entities. |
| Private Markets | IRR, MOIC, and cash-flow reporting for private equity, venture capital, and alternatives. |
| Mobile | Award-winning, mobile-native app fully branded to your firm's identity. |
Deploy in Weeks. Scale Without Limits
Building a wealth platform from scratch requires significant engineering resources, long development timelines, and ongoing maintenance. Aleta’s white-label solution delivers the same outcome in weeks, at a fraction of the cost. Get a fully deployed platform ready for immediate branded client access so you can focus on what matters: managing and growing client wealth.
White-Label with Aleta vs. Building In-House
| Feature | White-Label with Aleta | Build In-House |
|---|---|---|
| Time to deploy | 4-8 weeks | Years |
| Development cost | None | High ($3M+) |
| Custodian integrations | 100+ included | Must build each |
| Ongoing maintenance | Managed by Aleta | Internal team required |
| Private markets reporting | Included | Must build |
| AI-ready data layer (API/MCP) | Included | Must architect |
| SOC 2 Type II security | Included | Must certify separately |
| Mobile client app | Award-winning, included | Must build |
| White-label branding | Full: logo, colours, identity | Full, but at build cost |
| Continuous update | Automatic, included | Internal roadmap required |
FAQ: Aleta's White-Label Family Office Software
A next-generation wealth platform for forward-thinking family offices
Platform
Consolidated Wealth ReportingPrivate Markets ReportingPrivate Markets ForecastingMobile AppAPI & MCPData CubeWhite LabelingOffices
Bangkok
689, Bhiraj Tower at Emquartier, Sukhumvit Road
10110 Bangkok
Thailand
+1 347-241-3878hello@aleta.io