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In 2024, family offices are leveraging advanced tech like AI and data security tools, with digital platforms streamlining operations for private market investments. Altoo, a Swiss wealth management platform, simplifies asset tracking and integrates compliance reporting, making wealth management more efficient for family offices.
See a guest article by Altoo CEO Ian Keates in the German publication Wir-Magazine.
Read an article on finews.ch that discusses the future of digital platforms, with Altoo providing valuable perspectives. This piece also features insights from Ian Keates, the CEO of Altoo AG, on the future of wealth management.
Is it possible to manage large assets digitally? If so, how should a suitable platform be set up? Wir-Magazine talks to Philip Hediger, Head of Wealth Servicing at Altoo, about current developments.
From a broad perspective, the tech industry made a remarkable shift in the last year with the arrival of generative artificial intelligence. The family office software and technology sector is no exception.
Read more about the Altoo Wealth Platform in the Forbes Magazine.
Altoo enables affluent individuals and their families to conveniently centralise and engage with their entire wealth.
Read more in the interview with Ian Keates, CEO of Altoo AG, in the Luxuo magazine.
Transparency is often spoken about as a necessity in organising and monitoring family wealth. However, this can be harder than expected, especially if a complex array of investments are involved, where data might not be readily available, or presentable in wealth reports.
Read more about the Altoo Wealth Management Platform in the Famcap Magazine.
Sophisticated wealth management technology is enabling HNWIs & UHNWIs to enjoy financial freedom to take charge of their investments and assets.
Read more about the Altoo Wealth Management Platform in the YFS Magazine.
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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