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Aleta

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About

Aleta is an advanced wealth management platform designed for progressive wealth owners. It offers a comprehensive view of clients' investment universes using AI-powered analytics for efficient reporting and decision-making. Aleta emphasizes holistic wealth management, integrating both financial returns and impact. It supports more than 100 bank integrations and has 15 years of experience in wealth reporting. The platform facilitates hassle-free reporting on alternative investments and provides users with a complete overview of their wealth.

Platform

Keywords

investment ai analytics wealth management financial impact holistic reporting

Task

wealth management

Features

• ai-powered analytics

• holistic wealth reporting

• support for alternative investments

• comprehensive investment overview

• intuitive reporting and visualization

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