Until now the majority of reporting features on the Altoo Wealth Platform have been designed to enable you to see any underlying reasons for change from the perspective of your assets.
The new powerful transaction report enables you to analyse and track all transactions across your entire wealth from one place!
Filter all of your transactions by currency and value as well as focus on transactions from just a subset of your wealth and see or edit the relevant details with one click.
You can not only find a transaction fast, but are also able to add notes and documents directly to the respective transaction. Making it much easier to track down the invoices, transaction slips or transaction details you might have.
Wealth Aggregation: Simple, Dynamic, and Secure Beyond Compare. Discover the Altoo Wealth Platform!
