Developed and hosted in Switzerland, Altoo provides Swiss precision in intuitive wealth data aggregation and monitoring.
A family office requiring consolidated reporting, data aggregation for both bankable- and non-bankable assets and secure collaboration functionalities, will benefit from the simplicity and control provided by the Altoo Wealth Platform.
The Altoo Wealth Platform supports a family office by doing the heavy lifting of wealth data consolidation and provides an elegant, state-of-the-art, daily updated, digital reporting function. Freeing up resources to be the trusted advisor for the family.
Features include secure document management, alerts and a number of reports such as a future cashflow report, which provides an aggregated overview of all future liquidity events in one place.
Altoo’s transactions report enables the family office to analyze all transactions across asset classes, and features like asset allocation monitoring and wealth item tagging further enhances the overview.
Altoo is a SaaS-solution, with a short onboarding and implementation time. While users have instant access to the software upon onboarding, Altoo does also have a solid coverage of API-feeds with custodian banks.
Pricing Model
Altoo’s pricing is modular and focuses on complexity rather on volumes. The complexity is primarily determined by the number of custodian banks to be connected, and secondly by any chosen outsourcing of services to Altoo – such as data handling for non-bankable assets.
What do GPFO say?
For family offices who would most benefit from a simple intuitive user interface for aggregating and monitoring wealth.
