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November 2022

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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Altoo

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.

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