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.
Discover the Power of Digital Wealth Management, Seamlessly - with Altoo. Platform Preview.
Interacting with wealth data on the go has become critical in today’s digital world. A recent study by CREALOGIX found that 43.6 percent 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 improved its mobile functionalities in recent months.

In Q3, we will launch several new features for the Altoo mobile app:

Your personal watchlist

Access your most important assets, daily updated, providing increased transparency on consolidated total wealth (bankable and non-bankable assets).

 

Alerting

Leave tedious exercises behind and focus on more important issues. The Altoo app will send you an alert if a portfolio performance is not within your expectation or a specific investment is hitting a particular price target.

Elevate Your Wealth Game: Empowering UHNWIs for Simplified Asset Management. Altoo Platform Preview

Secure Messaging

Use a secure communication platform for sharing sensitive information amongst your trusted partners and your Altoo representatives.

 

Altoo: Secure Swiss Professional for Consolidated Assets and Document Management. Platform Preview.

Insights On Wealth Management And More.

Delivered To Your Inbox.
Left Menu Icon