Wealth management fintech shares client feedback scores on “world class asset management platform” benefits, performance, and customer service Zug, Switzerland, May 9, 2024: Altoo AG, a fintech that empowers investment professionals, family offices and individual ultra-high-net-worth clients to conveniently oversee their wealth, has announced the results of its annual client satisfaction survey. The data, which […]
New Altoo Wealth Management Platform feature optimizes future cash flow assessment and liquidity Zug, Switzerland – March 25, 2024 – Altoo AG, a fintech that empowers investment professionals, family offices and individual ultra-high-net-worth clients to conveniently oversee their wealth, and Divizend GmbH, a technology company that develops solutions for dividend investments and related tax issues, […]
Dear clients, partners, and friends, We have some exciting news to share with you as we embark on a new journey at our new office space. Our new address is: Altoo AG Zugerstrasse 77 6340 Baar Switzerland This transition marks an important milestone for us. We are thrilled about the opportunities and growth that this […]
Simon Kaufmann assumes responsibility for leading the business development unit to accelerate client growth The focus will be actively driving new customers, partnerships and acquisitions within the Swiss and international family office and ultra-high-net-worth software markets New appointment will help Altoo to strengthen and extending its prospect and client service while also ensuring operational excellence […]
Altoo Insights brings existing and future clients, as well as the general public globally, closer to Altoo online A digital news offering covering wealth management and lifestyle features for the ultra-wealthy and those supporting them Over 500 original and high-quality articles in English, German, and French already accessible Newsletter subscription available Zug, Switzerland: Altoo AG, […]
Our Head of Business Development, Cosimo Violati, was interviewed by the Family Capital Magazine on the benefits of the Altoo Wealth Management Platform for family wealth. You can read the transcript of this article below. Partner Content: Altoo wealth platform provides a secure home to build your digital wealth legacy The Altoo Wealth Management Platform […]
As part of its mission to deliver Simplicity for Complex Wealth to its clients, Altoo takes another step in its efforts to shape the digitalization of wealth management and joins the bLink community. Greater efficiency, security and customer experience By joining the bLink community, Altoo will deliver an even better customer experience and more efficient and […]
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