Point vs Aleta
You are looking for alternatives to Point. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
Aleta
Category
Consolidated Reporting
Gone are the struggles with inflexible portfolio systems and error-prone Excel sheets. We transform complex data into clear and crisp reports to unlock valuable insights that elevate your wealth strategy. With our intuitive interface, you get a complete overview of the entire family wealth presented in concise reports and dynamic visualizations.
Read moreCompany
Employees
- 0-10
Revenue
–
Founded
- 2017
Ownership
- Owned by managementย
- Key staff have ownershipย
- External investors
Incorporated
- UK
Locations
- UK
Top markets
- UKย
- Switzerlandย
- UAEย
- USA
Total AUM
–
Avg. AUM per client
–
- 11-50
- 2006
- US and Denmark
-
New York
-
Bangkok
-
Copenhagen
-
Aarhus
- United States of America
- Denmark
- United Kingdom
- Singapore
- Canada
- $100 billion+
- Owned by management
- Clients are also owners
Client
Focus
- Single-family offices,ย
- Multi-family offices,ย
- Private Banks,ย
- Wealth Consolidators
Secondary focus
- Asset servicing companies, trusts,ย ย
- Investment & Financial Advisors (RIAs/IFAs)
Number of clients
- 0 – 10
- Single family offices
- Wealth managers
- Multi-family offices
- Investment & Financial Advisors (RIAs/IFAs)
Product
Main Tasks
- Data Aggregationย
- Investment Book of Record (IBOR)ย
- Advanced Portfolio Analysisย
- Consolidated Total Wealth Client Reportingย
- Data Sharing & Integration
Top features
- Data Aggregation & Reconciliationย
- Independent Investment Book of Record (IBOR)ย
- AI Data Assistant
- Consolidated Client Reporting
- Custom Client Reporting
- Multi-asset, Multi-Custodial, Multi-manager Total Wealth Analysis
- Multi-geography & Multi-currencyย
- Open Data Sharing & Integration
Assets supported
- Bankable or Financial Assets & Fundsย
- Private Equity & Direct Investmentsย
- Real Estateย
- Foreign Exchangeย
- Lifestyle Assets & Rare Collectibles
Compliance
–
Whitelabel
- Yes
- Consolidated Reporting
- Portfolio Management
- Risk Management
- Impact & ESG
- Data Aggregation
- Governance
- Compliance
- Financial Statements
- A sleek and intuitive platform
- Business-Intelligence module with dynamic visualisations
- Performance reporting
- X-ray of public funds
- Sustainability insights
- Alternative investments overview
- Comparable Private-Equity overview
- Risk and exposure reporting
- Fee controlling and reporting
- Bank integrations
- Fully enabled API for export and import
- Bankable or Financial Assets & Funds
- Derivatives
- Foreign Exchange
- Lifestyle Assets & Rare Collectibles
- Private Equity & Direct Investments
- Real Estate
- Digital Assets & Crypto Currency
- MiFID II
- GDPR
- SOC 2
- SFDR
- Yes
Technology
Type Of Software
- SAAS
- Serviced Software
Security
- Hosted on Azureย
- Encrypted
- Multi-factor Authentication
Ecosystem
–
Integrations
- Custom: Point API Open Data Sharing Toolkitย
- Expersoft PM1ย
- Orcaย
- Moneyinfoย
- Investglass CRM
Mobile App
- Yes (via integration partner)
- SAAS
- Serviced software
- Microsoft
- Office 365 security integration
- Integration to ERP systems
- Microsoft Power BI
- Excel
- API
- Yes