Analyse Your Wealth

Your wealth data is the key to your future success. The Altoo Wealth Platform makes financial analysis quicker by providing you the ultimate tools to get into every aspect of your wealth, simply.

Review Your Performance

Review Your Performance

Review key financial metrics for each of your wealth items, along with the precise amount you have invested.
Compare expenses and performance across asset classes and managers.
Visualize the individual and relative performance of assets against standard and your own custom benchmarks.

Navigate Your Wealth

View all your positions across your entire portfolio.
Identify your best assets for divestment to build liquidity when required.
Break down and track the income and expenses for any asset

Navigate Your Wealth

Look Ahead to the Future

Look Ahead to the Future

Set alerts and notifications to ensure liquidity is planned for when needed.
Manage private equity investments and capital commitments, track TVPI and RVPI metrics factoring in yet-to-be-realised gains.
Forecast future dividends and cash flows to position yourself for investment and optimisation opportunities.

Additional Platform Benefits

Consolidation

For financial peace of mind, you need to have one window to all your wealth.

Intelligent Insights

When using Altoo, get served intelligent insights that you won’t find elsewhere.

Data

Altoo imports transaction information and market data from various sources with ease.

Security

Get the highest standards of security, your data is safe in Switzerland.

Case Studies

Analyse Your Wealth

Analyse your wealth for peace of mind, understanding risks and for planning ahead.

Analyse Your Wealth

Analyse your wealth for peace of mind, understanding risks and for planning ahead.

Analyse Your Wealth

Analyse your wealth for peace of mind, understanding risks and for planning ahead.

Analyse Your Wealth

Analyse your wealth for peace of mind, understanding risks and for planning ahead.

Want to know more?

Are you interested in Altoo? Talk to us – we look forward to sharing more information about our vision and technology with you.

Get Enlightened

Want to know more?

Are you interested in Altoo? Talk to us – we look forward to sharing more information about our vision and technology with you.