On the Altoo Wealth Platform items can be organised and explored by a number of standard categories like asset classes, sectors, currencies or regions. Based on the valued feedback of our clients we know that there are countless additional ways to categorise assets & liabilities. So to enable our clients to organise their wealth by personal categories and classifications we have introduced item tagging.
Organise wealth items using tags
Any wealth item can easily get tagged which allows for a lot of flexibility: for example, equities can be classified into value vs growth stocks, selected investments can be marked as reliable dividends income stream, or in the context of legacy planning, assets can get tagged based on who of the next generation will take over.
Filter wealth items by tags
Of course, tags can also be used to filter items in our wealth explorer. For example, by filtering items tagged with “dividend”, all dividend stocks across the entire wealth can be efficiently analysed.
Your Wealth, Our Priority: Altoo's Consolidation Power, Secure Document Management, and Seamless Stakeholder Sharing for High Net Worth Individuals. Preview Platform.
We have also used this opportunity to completely redesign how to apply filters in the explorer. The new explorer is now more powerful, flexible and even easier to use than before.
