If you’re using Excel spreadsheets for wealth management, you may have wondered about the value of
a wealth management platform, and at what point it makes sense to investigate the options.
These days, digitalisation is transforming the entire financial industry. What does that mean for professionals in the business of managing assets on behalf of wealthy and ultra-wealthy individuals? This article examines the importance of modern digital solutions for private bankers and independent asset managers in assisting them to deliver exceptional client service.
According to current statistics, your wealthiest clients are likely to have a rather uniform personal profile. According to research from Wealth-X, the global population of ultra-high net-worth individuals (UHNWIs) is 89% male, with an average age of 65. In the near future, however, the population of wealth owners will include more women, Great Wealth Transfer recipients, and affluent earners having just crossed the high net worth threshold. This article outlines what you should know to best position yourself to serve tomorrow’s digital-native investors.
As a wealth manager, do your clients take your advice entirely at face value? If not, they probably have good reasons. After all, they most likely became wealthy by thinking analytically. You should not expect them to stop that analysis just because you are providing the answers. Fortunately, their difficult questions can hold immense value for both you and them. A sophisticated digital wealth platform can help you extract and unlock that value.
In today’s increasingly digitalised financial landscape, all forward-thinking wealth professionals face a shared set of challenges in consolidating, analysing, and visualising data as they monitor investments. For family officers in particular, these challenges involve three specific challenges. Here we suggest how you can successfully address them.
Single and multi family offices are contending with more complexity than ever. For family officers and the families they assist, this article lays out the three main causes of this complexity and how the Altoo Wealth Platform simplifies them.
To preserve and grow family wealth across generations, families often turn to innovative digital solutions that provide a comprehensive view of their assets. Traditionally, the responsibility of managing family wealth has been passed down through generations, often resulting in challenges and the potential dissipation of wealth. However, with the rise of digital solutions, families now have powerful tools to navigate these complexities and preserve their wealth for generations to come.
Managing wealth can be a complex and time-consuming task for ultra-high-net-worth individuals. With multiple assets, investments, and financial transactions to monitor, it's easy to feel overwhelmed. Thankfully, Altoo's Digital Wealth Management platform offers a comprehensive solution to simplify and streamline the management of your assets. Discover how digital wealth management can help you take control of your financial future.
In today's fast-paced world, time has become the ultimate luxury. For the affluent, whose wealth is beyond the ordinary, every moment is precious. This is where Altoo's innovative Wealth Platform comes in, serving as a global wealth aggregation system. Altoo's commitment to its clients and its unwavering dedication to providing a reliable, secure and easy-to-use wealth management platform places it at the forefront of revolutionizing the wealth management industry.
Sophisticated wealth management technology is enabling HNWIs & UHNWIs to enjoy financial freedom to take charge of their investments and assets.
Today, we've chosen an article from the Altoo Insights library and brought you Prof. Dr. Andreas Dietrich's evaluation of the Altoo Wealth Management Platform. Have you ever wondered how multibanking works for affluent people? Continue reading to learn more.
Wealth management is changing rapidly as digital technology ushers in a new age of family offices. As the financial complexity of wealthy families increases, traditional wealth management methods are giving way to digital family offices such as the Altoo Wealth Platform.
Experience the power of the Altoo Wealth Management Platform, where affluent individuals and their families can effortlessly consolidate and expertly manage their vast array of assets. With our cutting-edge technology, you can now streamline your financial portfolio with utmost precision and logic.
The digital landscape is an increasingly hostile place, with approximately 30,000 websites worldwide falling victim to hackers every day. Disproportionately targeting small businesses, these cyberattacks occur every 39 seconds, resulting in a staggering annual cost of $10.5 trillion. As wealth grows, so does its exposure to these relentless threats, a factor that sophisticated asset aggregation management systems like Altoo aim to address.
With the recent ransomware attack on Xplain, cybersecurity has been in the spotlight in Switzerland. So take a look at the current situation with us. Also, let us explain how security is key to the Altoo Wealth Management Platform.
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 […]
We are delighted to announce the launch of our latest feature: Private Equity reporting. Designed to equip you with a comprehensive set of tools and metrics to help you gain deeper insights into your investments and make better financial decisions. All your Private Equity investments at a glance Our new report provides you with a […]
