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
What is white-label family office software?
What is white-label family office software?
White-label family office software is a wealth management platform that a firm (such as an MFO, RIA, or wealth manager) deploys to its clients under its own brand. The underlying technology is built and maintained by the software provider (in this case, Aleta), while every client-facing touchpoint carries the firm’s logo, colors, and identity. Firms benefit from institutional-grade technology without the cost or complexity of building it in-house.
Is Aleta’s white-label platform secure?
Is Aleta’s white-label platform secure?
Yes. Aleta is SOC 2 Type II certified and built on a secure Microsoft Azure infrastructure. The platform utilizes end-to-end encryption, multi-factor authentication (MFA), and undergoes annual penetration testing to ensure the highest standards of data security and trust.
Does the white labeling extend to mobile devices?
Does the white labeling extend to mobile devices?
Yes, Aleta provides a seamless multi-device experience that includes a best-in-class mobile experience in a mobile-native app. Your firm can provide a consistent digital journey across both desktop and mobile devices, with every touchpoint aligned to your brand guidelines.
How long does it take to deploy Aleta’s white-label platform?
How long does it take to deploy Aleta’s white-label platform?
Most firms are live within 4-8 weeks. Custodian and bank connections are established in the first week, and principals typically have mobile access to their consolidated wealth view within two weeks. There is no six-month implementation, no dedicated IT team required, and no custom software development needed.
What is the difference between white-label family office software and building in-house?
What is the difference between white-label family office software and building in-house?
Building a family office platform in-house typically requires years of development, significant engineering investment, and ongoing maintenance. Aleta’s white-label solution delivers the same outcome – a fully branded, institutional-grade wealth platform with 100+ custodian integrations, private markets reporting, and AI-ready infrastructure – in weeks, with no internal development required.
How does an "AI-ready" white-label platform benefit my firm?
How does an "AI-ready" white-label platform benefit my firm?
Aleta features an open data layer with API and MCP access designed for the future of AI-driven wealth operations. Firms can flow clean, reconciled wealth data into their own AI infrastructure, CRMs, or BI tools without manual workarounds, positioning their practice for the next generation of wealth management technology.
Can we provide a branded experience for multiple families simultaneously?
Can we provide a branded experience for multiple families simultaneously?
Absolutely. Aleta is built for scale and simplicity, allowing multi-family offices to manage any number of families effortlessly. Every principal logs into a portal carrying your firm’s name, identity, and standards, while the platform handles the underlying data aggregation for your entire book.
What specific branding elements can be customized?
What specific branding elements can be customized?
Firms can deploy a fully branded wealth platform that reflects their unique visual identity. This includes client portals and reporting tools featuring your organization’s logo, color palette, and specific branding guidelines.
Does Aleta support consolidated reporting across multiple entities?
Does Aleta support consolidated reporting across multiple entities?
Yes, Aleta provides a verified picture of total wealth across all custodians, asset classes, and entities. This ensures that UHNW clients receive the sophisticated, institutional-grade investment reporting they expect from a high-tier wealth manager or MFO.
Can Aleta handle private market and alternative asset reporting?
Can Aleta handle private market and alternative asset reporting?
Yes. Aleta is purpose-built to bring public, private, and alternative assets together in one consolidated view, with deep reporting for private equity, venture capital, real assets, and other illiquid positions — including IRR, MOIC, and cash-flow projections.
Does Aleta require internal IT resources to deploy?
Does Aleta require internal IT resources to deploy?
No. Aleta provides a fully deployed, managed platform. All infrastructure, custodian integrations, security updates, and platform maintenance are handled by Aleta. Firms focus on managing and growing client wealth, not managing software.