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October 2024

Five Types of Digital Tools For Optimising UHNWIs’ Lives

In the digital age, technological platforms cater to virtually every segment of society, and ultra-high-net-worth individuals (UHNWIs) are no exception. This article outlines five categories of such tools that UHNWIs rely on to optimise their personal and financial lives.
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Five Types of Digital Tools For Optimising UHNWIs’ Lives

In the digital age, technological platforms cater to virtually every segment of society, and ultra-high-net-worth individuals (UHNWIs) are no exception. This article outlines five categories of such tools that UHNWIs rely on to optimise their personal and financial lives.
Read More »

Managing Reputational Risk for UHNWIs: Three Key Priorities in the Digital Age

A tarnished reputation is detrimental to anyone, regardless of their net worth. However, the financial losses can be significantly greater for those with substantial wealth. Here, we outline three essential priorities that UHNWIs should focus on to manage and mitigate reputational risks effectively in the digital age.
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Altoo Unveils Next-Gen Mobile App, Enhancing Wealth Management On-The-Go

Altoo AG has launched a significant mobile app upgrade, providing secure, intuitive access to complex portfolios for wealthy individuals and family offices The app features intuitive dashboards, enhanced data navigation, watchlists, collaboration tools like chat and task manager, and alerts for exceptional portfolio and transaction monitoring while on-the-go The Altoo Wealth Platform, consistently recognized by […]

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Altoo Unveils Next-Gen Mobile App, Enhancing Wealth Management On-The-Go

Altoo AG, a fintech that empowers investment professionals, family offices, and individual wealthy clients to conveniently oversee their wealth, has today announced a significant upgrade to its mobile app. This enhancement empowers users to make informed financial decisions with greater confidence, while also allowing financial advisors to focus more on client financial goals whenever and wherever needed.
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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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