Search
Close this search box.
Contact Us

May 2024

What UHNWI Advisors Can Learn From The Mass Affluent WaaS UX Playbook

With today’s wealth management industry undergoing rapid transformation driven by pervasive digitalisation, a new wave of technology-driven solutions is democratising access to wealth management through the wealth-as-a-service (WaaS) model. While ultra-high net worth individuals (UHNWIs) demand high-touch services that only a human can provide, their advisors can learn much from the factors making WaaS popular among investors with less sophisticated needs. Here we explore the world of mass affluent WaaS and highlight key takeaways for UHNWI advisors aiming to level up their client experience.
Read More »

What UHNWI Advisors Can Learn From The Mass Affluent WaaS UX Playbook

With today’s wealth management industry undergoing rapid transformation driven by pervasive digitalisation, a new wave of technology-driven solutions is democratising access to wealth management through the wealth-as-a-service (WaaS) model. While ultra-high net worth individuals (UHNWIs) demand high-touch services that only a human can provide, their advisors can learn much from the factors making WaaS popular among investors with less sophisticated needs. Here we explore the world of mass affluent WaaS and highlight key takeaways for UHNWI advisors aiming to level up their client experience.
Read More »

In The Press: Article on finews.ch details digital platforms

We are pleased to share an article on finews.ch that discusses the future of digital platforms - together with Altoo AG providing valuable perspectives in the piece.
Read More »

Leading The Way In WealthTech: Insights from Altoo CEO Ian Keates

Ian Keates shares with us his insights into Altoo's solution, the company's future plans, and latest technology trends.
Read More »

The Four P’s of Tech-Enabled Scaling for Wealth Managers

Scaling a wealth management firm – like any services business – is about acquiring and retaining more clients. You may be able to bring in new ones, but they and others will soon depart if the quality of your services suffers as a result. To keep quality up, even as your client base grows, it is crucial to understand the critical role technology plays not only in your clients’ expectations but also your ability to meet them.
Read More »

The Four P’s of Tech-Enabled Scaling for Wealth Managers

Scaling a wealth management firm – like any services business – is about acquiring and retaining more clients. You may be able to bring in new ones, but they and others will soon depart if the quality of your services suffers as a result. To keep quality up, even as your client base grows, it is crucial to understand the critical role technology plays not only in your clients’ expectations but also your ability to meet them.
Read More »

Going Digital To Simplify The Complexity of Direct Real Estate Investment

Profitable direct ownership of property often requires overcoming complexity not typically associated with traditional asset classes. This article outlines the two primary sources of this complexity and suggests how to best address it using a digital wealth platform with features supporting smart real estate investing.
Read More »

Going Digital To Simplify The Complexity of Direct Real Estate Investment

Profitable direct ownership of property often requires overcoming complexity not typically associated with traditional asset classes. This article outlines the two primary sources of this complexity and suggests how to best address it using a digital wealth platform with features supporting smart real estate investing.
Read More »
Explore More

Insights On Wealth Management And More.

Delivered To Your Inbox, Weekly.
Subscribe Now

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.

Contact Us
Linkedin Icon Twitter
Altoo Platform Media

Platform

Solution

Company

Contact us

Altoo AG

Zugerstrasse 77
6340 Baar
Switzerland

Altoo Platform Media

Ⓒ Altoo 2018-2024. Made in Switzerland. All rights reserved.

Left Menu Icon