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April 2024

Altoo AG Launches Altoo Insights Podcast About The Future Of Wealth Management

The podcast series offers fresh insights on wealth management trends Four episodes with experts on digital transformation, cybersecurity, client service, and family office software solutions Available now to tune in on the company website Zug, Switzerland: Altoo AG which empowers investment professionals and individual ultra-high-net-worth clients to conveniently manage their wealth through the cutting-edge Altoo […]

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Cloud Security Essentials: A Primer For Wealth Professionals

While you may not be specialised in the technology side of your firm’s operations, it is worth understanding the basics of cloud security. Your clients read the news, and the next time a cyberattack makes headlines they may wonder if you – and they – will be next. The information in this article will give you a solid foundation for putting their minds at ease.
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Cloud Security Essentials: A Primer For Wealth Professionals

While you may not be specialised in the technology side of your firm’s operations, it is worth understanding the basics of cloud security. Your clients read the news, and the next time a cyberattack makes headlines they may wonder if you – and they – will be next. The information in this article will give you a solid foundation for putting their minds at ease.
Read More »

The Power of Bank Connectivity in Wealth and Asset Management

In today's fast-paced world, wealth and asset management has become increasingly complex and time-consuming for private individuals. The more bank relationships you have and the more diverse your individual portfolio, the harder everything becomes to manage — especially if you’re trying to do it manually. Advanced wealth management platforms helping people like you manage their financial portfolios across banks in near real time through the power of bank connectivity.
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The Power of Bank Connectivity in Wealth and Asset Management

In today's fast-paced world, wealth and asset management has become increasingly complex and time-consuming for private individuals. The more bank relationships you have and the more diverse your individual portfolio, the harder everything becomes to manage — especially if you’re trying to do it manually. Advanced wealth management platforms like Altoo are helping people like you manage their financial portfolios across banks in near real time through the power of bank connectivity.
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In The Know: Key Competencies For The Wealth Manager of Tomorrow

Digitalisation is making headlines for reshaping how business gets done in practically every industry. The pressure is on to skill up and take advantage of the associated opportunities. This article outlines the best competencies for wealth managers to develop in this digital era and the most efficient way to translate them into business value.
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In The Know: Key Competencies For The Wealth Manager of Tomorrow

Digitalisation is making headlines for reshaping how business gets done in practically every industry. The pressure is on to skill up and take advantage of the associated opportunities. This article outlines the best competencies for wealth managers to develop in this digital era and the most efficient way to translate them into business value.
Read More »

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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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