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May 2025

Fintech for Family Fortunes: The Altoo Way to Wealth Clarity

Managing a family’s wealth has never been more challenging. Portfolio complexity is rising along with expectations for transparency, digital access, and compliance readiness. For family office professionals, traditional approaches involving periodic meetings to review spreadsheets and documentation are no longer sufficient. Fortunately, financial technology (fintech) companies can help advisors meet the expectations wealth owners have in the digital age. In this article, we shine a light on how the fintech we know best – ours – is doing just that.
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Where a Wealth Fintech Calls Home: Why It Matters for UHNWIs

For UHNWIs, selecting the right financial technology company — or fintech for short — is a high-stakes decision. Different types of fintechs serve different purposes, but one supporting wealth management demands extra scrutiny: It handles a wide variety of a wealth owner’s most sensitive data. The country where such a fintech company operates is a key factor in how this data is protected — and should be a key factor in the decision to work with this company.
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The New Wealth Guardians: The Fintech Security Edge for UHNWIs

In an era where digital breaches make headlines and banking giants can falter overnight, UHNWIs face ongoing challenges in safeguarding their wealth. This article explores how fintech firms are emerging as the new sentinels of financial security, offering enhanced protection through purpose-built technology, unprecedented transparency, and rigorous compliance.
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Why UHNWIs Should Work with Fintechs: Specialised Excellence in Wealth Management

Technology is reshaping every industry, and finance is no exception. Fintechs — financial technology companies — are at the forefront of this transformation. While mass-market fintechs like Revolut, Klarna, and Robinhood dominate headlines with their focus on streamlining finances for consumers and retail investors, UHNWIs have a fundamentally different requirement: leveraging technology to liberate themselves and their advisors to focus on the strategic decisions, relationships, and communications that humans handle better than machines.
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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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