Aleta
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About
Aleta is a next-generation wealth management platform designed to empower wealth owners and managers to take control of their financial data. With an emphasis on merging AI-driven analytics with intuitive design, Aleta facilitates holistic wealth reporting by consolidating various assets, including alternative investments like private equity and real estate. The platform is dedicated to providing insights beyond mere financial returns, recognizing the growing need for impact-focused investment approaches as the new generation of investors seeks more than just profit. Aleta's tools transform complex data into comprehensible reports, enabling wealth managers to gain a complete overview of their clients’ investment portfolios.
Platform
Features
• user-friendly interface
• ai-powered analytics
• holistic wealth reporting
• support for alternative investments
• multiple bank integrations
• intuitive data visualizations
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