As we reflect on another successful year at Altoo, we would like to sincerely thank our clients and partners for their continued support. Altoo is now five years old and growing. We have more clients, a larger staff and extensive added features on our Wealth Platform, which are vital to helping us deliver on our promise of ‘Simplicity for Complex Wealth‘.

During 2022 Altoo was nominated as a finalist for this year’s Switzerland Global Enterprise’s Export Award. We secured two awards at the tenth annual Wealth Briefing European Awards 2022 – winning the ‘Client Reporting’ and ‘Most Promising New Entrant’ categories. Altoo was featured in the Spring issue of Family Office Global Magazine, tackling the sensitive topic of Succession Planning. In June, I was interviewed for the “FOKUS Finanzen 2022” magazine, which is part of the well-known Swiss-German newspaper Tages Anzeiger.

Further, Altoo participated in a panel discussion at this year’s highly anticipated Swiss Wealth Tech event, where I was part of an active panel discussion on the client’s view of wealth technology. We also proudly represented the Swiss FinTech industry at global events from the UK to Dubai to Singapore. Last but not least, we continue to grow and expand our team, and we are delighted to have added 11 new colleagues this year to our sales, marketing, development, and client servicing departments.

Here at Altoo, we are highly committed to continuing to deliver the best wealth aggregation platform and experience. Client feedback and appraisals allow us to constantly introduce new and improved features in accordance with our client focused approach.

Earlier this year, we introduced a new income and expenses report that enables clients to dissect and organize fees, taxes and income generated, and then tailor it to their needs using a variety of categories.

Committed to ensuring our existing features are kept up to date, and in line with our clients evolving needs, we developed an improved item creation feature simplifying the original design, so clients can capture, analyze and use data in a more customizable and effective way.

Our latest release included a liquidity planning module to assist our clients in understanding and planning a variety of future cash flows. This module boosts a client’s ability to monitor multiple dimensions of future liquidity and therefore ensures optimization in how assets are allocated and managed.

Since it is the season of giving, we wanted you to be the first to know that we are working hard on bringing you our most anticipated features to date, including private equity reporting. To ensure you get off to the best start in 2023 toward achieving your financial goals, look out for more exciting announcements from us in the coming weeks.

Wishing you happiness and good health as we look forward to another year of aggregating your wealth most intuitively.

Ian Keates, CEO

Interested in a live demo?

You can find out more about the Altoo Wealth Platform or contact us here on our website and arrange for a live demo.