Navigate your wealth with ease, let it "Think and Speak"

The Altoo Platform aggregates wealth data from multiple sources to deliver comprehensive wealth analysis, performance and reporting. It is a modern and sophisticated, highly secure, SaaS platform, 100% Swiss developed and hosted.

The Altoo Wealth Platform empowers wealthy individuals and their families to consolidate and interact intuitively with their total wealth. Our solution goes beyond data aggregation and reporting. It is a secure digital home for your total wealth, carefully designed to make daily use intuitive and help you understand and manage the most important and complex aspects of your wealth. Learn More >>

The Altoo wealth Platform

A digital home for your wealth

Have transparency over your total wealth – always

In order to take the right decisions and always have a full overview, we provide 24-7 access to your total wealth. Providing you with daily updated, always available access to your consolidated total wealth (bankable and non-bankable assets) and performance data. Learn More >>

Today’s wealth reports often unnecessary complex and cumbersome. The Altoo Wealth Platform is the first wealth management technology designed and built for you as a wealth owner. A new design approach brings you simplicity by avoiding the more technocratic and complex industry communication standards leading to increased understanding, better control and decision making. Learn More >>

Understand your wealth - intuitively

Today’s wealth reports are often unnecessarily complex and cumbersome. The Altoo Wealth Platform is the first wealth management technology designed and built for you as a wealth owner. A new design approach brings you simplicity by avoiding the more technocratic and complex industry communication standards leading to increased understanding, better control and decision making. Learn More >>

Discover deep insights into your private equity

Get a comprehensive view of your funds and direct investments, analyze performance by vintages with dynamic charts, and compare multiple private investments simultaneously. Furthermore, you can effortlessly manage open commitments and customize your experience to fit your unique investment strategy. Learn More >>

Working with multiple banks and multiple asset categories creates complexity. The Altoo Wealth Platform can connect your most important wealth information, documents and related contacts, with your assets and log changes over their lifetime. You can gradually introduce and involve your family members to your connected wealth to prepare a smooth transition of assets. Learn More >>

Create a legacy

Working with multiple banks and multiple asset categories creates complexity. The Altoo Wealth Platform can connect your most important wealth information, documents and related contacts, with your assets and log changes over their lifetime. You can gradually introduce and involve your family members to your Wealth Platform to prepare a smooth transition of assets. Learn More >>

Enable your wealth to think and speak

Automated monitoring and alert functionalities provide you with peace of mind by constantly checking key indicators like total asset allocation, account balances or asset performances. All according to your individually defined rules. Learn More >>

Automated monitoring and alerts functionalities provide you with peace of mind by constantly checking key indicators like total asset allocation, account balances or asset performances. All according to your individually defined rules. Learn More >>

Involve your network of family members and trusted partners. Stakeholder access provision and management (individualized access rights – e.g. partial, read-only access for an external advisor on selected assets) allows you to create a closed user ‘ecosystem’ to securely share messages and documents within your network avoiding less secure channels like emails. Learn More >>

Have your own secure communication platform

Involve your network of family members and trusted partners. Stakeholder access provisioning and management (individualized access rights – e.g. partial, read-only access for an external advisor on selected assets) allows you to create a closed user ecosystem to securely share messages and documents within your network avoiding less secure channels like emails. Learn More >>

Access your data on the go

Interacting with wealth data on the go becomes increasingly important in today’s digital world. Besides serving as an authentication factor, our mobile app provides access to the parts of your wealth chosen by you, secure communication with your network and investment monitoring alerts. Learn More >>

Interacting with wealth data on the go becomes increasingly important in today’s digital world. Besides authorization functionality our mobile app provides access to the parts of your wealth chosen by you, secure communication with your network and investment monitoring alerts. Learn More >>

Our team of Curators ensure our high data quality standards are met anytime and support you with manual data handling (esp. for non-bankable assets) if required. Learn More >>

Rely on Altoo support, if you need it

Our team of Curators ensure our high data quality standards are met anytime and support you with manual data handling (esp. for non-bankable assets) if required. Learn More >>

Rest assured your data is safe in Switzerland

Information security is a key element of our wealth platform and one we are committed to continuously invest in to ensure that your data has the highest level of protection. To this end, our platform is produced, hosted and resides only in Switzerland. Learn More >>

Navigate your wealth with ease, let it "Think and Speak"

A digital home for your wealth

Have transparency over your total wealth – always

Understand your wealth - intuitively

Discover deep insights into your private equity

Create a legacy

Enable your wealth to think and speak

Have your own secure communication platform

Access your data on the go

Rely on Altoo support, if you need it

Rest assured your data is safe in Switzerland

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