iPM PortalINDATA AI 
                        
                        
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            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.
             
            
        
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            About
            iPM Portal integrates portfolio management software as well as CRM functions, providing users with a holistic view of portfolio information including performing analytics and contact information for portfolios, accounts, and composites. Our wealth management reporting software portal also includes external client access features that provide a cutting-edge digital experience for the end client. Wealth management software with customizable dashboards for individual, customized, or aggregate-level accounts. Portfolio management and investment reporting software. Portfolio onboarding features and software for investment management. Performance analytics and portfolio data for accounts including rates-of-returns, holdings, transactions, etc. (investment manager software). The client portal provides a secure and insightful window for clients to view their account information. Provides a web-based, external access view of account information, reporting, transactions, and documents.
             
            
        
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        Platforms Supported
            
                Windows
            
            
         
        
    
        
        
            
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        Platforms Supported
            
                Windows
            
            
         
        
    
        
        
            
                Mac
            
            
         
        
    
        
        
            
                Linux
            
            
         
        
    
        
        
            
                Cloud
            
            
         
        
    
        
        
            
                On-Premises
            
            
         
        
    
        
        
            
                iPhone
            
            
         
        
    
        
        
            
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        Audience
        Wealth advisory firms in search of a solution to consolidate, analyze, and report complex, multi-asset portfolios with built-in ESG insights
         
        
    
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        Audience
        Investment professionals seeking a solution to manage performance analytics, contact information for portfolios, accounts and composites
         
        
    
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        Support
            
                Phone Support
            
            
         
        
    
        
        
            
                24/7 Live Support
            
            
         
        
    
        
        
            
                Online
            
            
         
        
    
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        Support
            
                Phone Support
            
            
         
        
    
        
        
            
                24/7 Live Support
            
            
         
        
    
        
        
            
                Online
            
            
         
        
    
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        API
            
                Offers API
            
            
         
        
    
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        API
            
                Offers API
            
            
         
        
    
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        Pricing
        Free
        
     
    
    
        
        
            
                Free Version
            
            
         
        
    
        
        
            
                Free Trial
            
            
         
        
    
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        Pricing
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                Free Version
            
            
         
        
    
        
        
            
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Reviews/
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        Training
            
                Documentation
            
            
         
        
    
        
        
            
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                Live Online
            
            
         
        
    
        
        
            
                In Person
            
            
         
        
    
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        Training
            
                Documentation
            
            
         
        
    
        
        
            
                Webinars
            
            
         
        
    
        
        
            
                Live Online
            
            
         
        
    
        
        
            
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        Company InformationAleta 
    
    Founded: 2006 
    
    United States 
    aleta.io 
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        Company InformationINDATA AI 
    
    United Kingdom 
    www.indataipm.com/portfolio-management-software/ 
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