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.
Real estate asset management software draws current data from various sources to give complex wealth owners an easily digestible overview of their portfolios. While that is a significant benefit in itself, these are a few more reasons why it is wise to use property asset management software to manage real estate assets. Read more here. […]
While having various assets helps cushion wealth owners against market volatility, it can also be complicated to track how much money is stored in each asset. That is where wealth management reporting software comes in.
Altoo is delighted to be named among Forbes top software solution providers for family offices for a fourth year running.
We are pleased to announce the new Liquidity Planning functionality is now available as an additional module in the Altoo Wealth Platform. We are delighted to offer all customers a free trial to explore and ensure our new feature meets your needs.
The benefits of financial planning software for family offices are myriad, offering a clear way to track investments and assets. Here are just four ways family office management software can help.
If you want to understand your net worth, keeping track of your financial asset performance is essential. At times, this seems easier said than done, especially if you are a complex wealth owner. This is where investment management software comes in.
Are you looking to take the complexity out of growing and developing your family office? Altoo offers a solution that does just that by enabling families to organize and manage their data in a secure accessible way. Altoo has already enabled many family offices to realize the benefits of transitioning to open banking while maintaining […]
Open Banking is an umbrella term used to describe technology that allows clients of banks (or accredited third parties) to access client data (e.g. transactions & holdings) or services of the bank (e.g. payments) via an API rather than via the bank's e-banking platform. Having such APIs available allows for a seamless integration of banking data and services in third party applications. The Institut für Finanzdienstleistungen Zug (IFZ) Open Banking has now published the IFZ Open Banking Study 2022 which analyses the state of open banking in the Swiss banking landscape.
Altoo AG is proud to have been awarded not one, but two, awards at the Tenth Annual WealthBriefing European Awards 2022 held in London on 30 May 2022.
A successful startup exit, an inheritance, a life insurance payout: Sometimes people become wealthy “overnight.” But wealth is complex and it won’t take long until being wealthy starts losing its cosiness. Altoo provides solutions.
Altoo features in the Winter/Spring 2022 issue of Family Office Global magazine and tackles the sensitive topic of Succession Planning.
Wealth creates complexity, and Altoo’s Wealth Platform provides solutions: Holistic asset transparency, performance insights, sound information for strategic decision-making – all in one place, safe and secure. A modern approach to wealth management.
Over the last few weeks, we have started to roll out a much anticipated new feature: Benchmarking. And we are pleased to announce that this is now fully available!
IT is a complex domain which has now found its way into every industry. It is no longer possible to run a business without technology, and the dependencies and risks create new challenges that need to be properly addressed. Complex systems make it difficult for management to identify and quantify the most often underestimated risks present in, and caused by, IT.
Thurgauer Kantonalbank has announced to expand their services for wealthy clients with the Altoo Wealth Platform.
How the Altoo Wealth Platform in making the intergenerational wealth transfer process comprehensive, smooth, and digitally complete.