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.
The Altoo Wealth Platform uses encryption to protect confidential customer data. But encryption is only as good as the protection of the keys that encrypt that data. So how to protect these keys? Similarly, do you store the key to your house under your doormat or do you use a strong key box? Altoo decided to use Hardware Security Modules from Securosys to protect the keys to confidential customer data.
Find important information about the Altoo Wealth Platform in our new Altoo Online Guide.
Altoo Wealth platform now allows to organise any wealth by personal categories and classifications.
With Altoo´s new transaction report you are able to analyse all transactions across your entire wealth from one place
With Altoo´s new future cashflow report, you will have an aggregated overview of all future liquidity events in one place.
For the second consecutive year, Altoo has ben featured in Forbes ‘2020 Family Office Software Roundup’, which lists the leading software solutions for family offices.
Customers of the Luzerner Kantonalbank can now aggregate their current and custody accounts on a daily basis with the Altoo Wealth Platform.
The Altoo Wealth Platform now includes an asset allocation report, which shows you in detail how your asset allocation has evolved over time. It also enables you to track your SAA for your total wealth, on individual portfolios, or for specific legal entities.
Having all your important documents in in a secure place accessible for you and your trusted partners proves to becoming more and more important. We are very happy to reveal our extended document management functionality: Tagging.
With the help of our valued co-creators, we have updated the wealth overview to provide a richer and more engaging picture of the total wealth.
Did you ever wonder how multibanking works for wealthy individuals? Prof. Dr. Andreas Dietrich has kindly tested the Altoo Wealth Platform in depth and shared his insights in an article on the IFZ Retail Banking Blog.
In October, Forbes Magazine featured Altoo in its ‘2019 Family Office Software Roundup’. The overwhelming response by Forbes’ global audience demonstrated that our commitment to Switzerland and the Swissness of our technology delivers a strong value proposition to international clients.
Altoo has a particular responsibility as our clients trust us with all of their private wealth data. Our new interactive website Security@Altoo provides an detailed overview of our security measures.
Interacting with wealth data on the go becomes more an more important in today's digital world. A recent study by CREALOGIX has shown that 43.6% of banking customers are using a bank's mobile app, and this number is increasing rapidly. Therefore, in response to our clients' needs, the Altoo Wealth Platform has increased its mobile functionalities gradually over the recent months.
Information Security is a key element of Altoo's wealth platform that we constantly invest in to maintain and even increase the level of security we achieved today.
Managing wealth becomes increasingly complex. Besides a growing variety of investment opportunities, clients more and more pursue to choose best-in-class solutions leading to an increasing number of stakeholders. For service providers like wealth managers and family offices, reducing complexity for their clients is key to differentiate themselves and strengthen their client relationships.