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2022

Looking Back At A Successful 2022

As we reflect on another successful year at Altoo, we would like to sincerely thank our clients and partners for their continued support. Altoo is now five years old and growing. We have more clients, a larger staff and extensive added features on our Wealth Platform, which are vital to helping us deliver on our promise of 'Simplicity for Complex Wealth'.
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Forbes Family Office Software & Technology Review 2022

Forbes Family Office Software Review
Altoo is delighted to be named among Forbes top software solution providers for family offices for a fourth year running.
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Inheritance Planning

In a recent survey report released by UBS*, one of the world’s largest wealth managers, it is revealed that many investors simply aren’t taking the actions necessary to ensure successful wealth transfer. Four in ten don’t have an up-to-date will or wealth transfer plan, and half aren’t even having these important conversations to prepare their future heirs.
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Liquidity Planning For Future Cash Flows

Water Bubble
We are pleased to announce the new Liquidity Planning functionality is now available as an additional module in the Altoo Wealth Platform. We are delighted to offer all customers a free trial to explore and ensure our new feature meets your needs.
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Financial Planning Software For Family Offices

The benefits of financial planning software for family offices are myriad, offering a clear way to track investments and assets. Here are just four ways family office management software can help.
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Benefits Of Investment Management Software

If you want to understand your net worth, keeping track of your financial asset performance is essential. At times, this seems easier said than done, especially if you are a complex wealth owner. This is where investment management software comes in.
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Wealth Management Technology Trends 2022

Explore how wealth management technology trends are evolving in 2022 and how platforms like Altoo offer an exciting wealth management solution. Read more here.
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Simple Solution For Transitioning To Open Banking

Are you looking to take the complexity out of growing and developing your family office? Altoo offers a solution that does just that by enabling families to organize and manage their data in a secure accessible way. Altoo has already enabled many family offices to realize the benefits of transitioning to open banking while maintaining […]

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