+
+

Related Products

  • Sage Intacct
    8,176 Ratings
    Visit Website
  • Nexo
    16,530 Ratings
    Visit Website
  • Asym Capital
    1 Rating
    Visit Website
  • FreshBooks
    5,467 Ratings
    Visit Website
  • Encompassing Visions
    13 Ratings
    Visit Website
  • Blockdaemon
    2 Ratings
    Visit Website
  • CompUp
    66 Ratings
    Visit Website
  • FusionAuth
    178 Ratings
    Visit Website
  • Rezku Point of Sale
    65 Ratings
  • Resco Mobile App Development Toolkit
    2 Ratings
    Visit Website

About

Aleta is a next‑generation wealth management platform for family offices, wealth managers, and advisors that securely consolidates data from multiple custodians, asset types (including private equity, real estate, and passion assets), and currencies into a single, intuitive interface. It combines AI‑powered analytics, dynamic visualizations, and drill‑down transaction insights, supported by over 100 banking integrations and more than 15 years of reporting expertise. It automates private‑equity statement processing, enabling hassle‑free alternative asset inclusion across portfolios. ESG and impact metrics are embedded alongside financial returns to support sustainable wealth strategies. Recognized with industry awards for excellence in reporting, Aleta offers a sleek cloud‑native design, a mobile app for on‑the‑go access, white‑label customization, Microsoft‑based infrastructure, SOC 2 certification, multi‑factor authentication, encryption, and more.

About

Trusted Family is a secure, cloud‑native “family operating system” designed specifically for family businesses and family offices to centralize governance, collaboration, and communication. It offers modular “Spaces” for dedicated project or committee collaboration, private vaults with end‑to‑end encryption and role‑based permissions for secure document sharing, a visual family tree to capture legacy and lineage, and integrated tools for newsfeeds, surveys, events, calendars, and newsletters. It includes smart workflows, such as signature requests, automated reminders, and task assignments, along with real‑time activity insights and analytics. Multi‑factor authentication, SOC 2/SOC 3-ready encryption, GDPR compliance, virus/malware screening, daily backups, and private key architecture ensure top-tier security.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Wealth advisory firms in search of a solution to consolidate, analyze, and report complex, multi-asset portfolios with built-in ESG insights

Audience

Multi-generational family enterprises and family offices interested in a solution to manage governance, share sensitive documents, preserve legacy, and coordinate across people, projects, and generations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

Free
Free Version
Free Trial

Pricing

Free
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Aleta
Founded: 2006
United States
aleta.io

Company Information

Trusted Family
Founded: 2007
United States
www.trustedfamily.com

Alternatives

Alternatives

Asora

Asora

Asora Technologies

Categories

Categories

Integrations

Dropbox
Google Drive
Microsoft 365
Microsoft OneDrive

Integrations

Dropbox
Google Drive
Microsoft 365
Microsoft OneDrive
Claim Aleta and update features and information
Claim Aleta and update features and information
Claim Trusted Family and update features and information
Claim Trusted Family and update features and information