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Annual Survey Results Highlight Industry-Leading Customer Satisfaction Ratings for Altoo Wealth Platform

Wealth management fintech shares client feedback scores on “world class asset management platform” benefits, performance, and customer service  Zug, Switzerland, May 9, 2024: Altoo AG, a fintech that empowers investment professionals, family offices and individual ultra-high-net-worth clients to conveniently oversee their wealth, has announced the results of its annual client satisfaction survey. The data, which […]

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Key Things To Look For in a Wealth Management Platform

Whether you’re looking for a net-new wealth management platform, or looking to make a change, customer satisfaction should always be a top priority. It’s important to make sure your wealth management platform provider can deliver both the technology and the service that you need.
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Cloud Security Essentials: A Primer For Wealth Professionals

While you may not be specialised in the technology side of your firm’s operations, it is worth understanding the basics of cloud security. Your clients read the news, and the next time a cyberattack makes headlines they may wonder if you – and they – will be next. The information in this article will give you a solid foundation for putting their minds at ease.
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The Power of Bank Connectivity in Wealth and Asset Management

In today's fast-paced world, wealth and asset management has become increasingly complex and time-consuming for private individuals. The more bank relationships you have and the more diverse your individual portfolio, the harder everything becomes to manage — especially if you’re trying to do it manually. Advanced wealth management platforms like Altoo are helping people like you manage their financial portfolios across banks in near real time through the power of bank connectivity.
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In The Know: Key Competencies For The Wealth Manager of Tomorrow

Digitalisation is making headlines for reshaping how business gets done in practically every industry. The pressure is on to skill up and take advantage of the associated opportunities. This article outlines the best competencies for wealth managers to develop in this digital era and the most efficient way to translate them into business value.
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Pros and Cons of Wealth Management Platforms vs. Excel Spreadsheets

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.
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Why Digital Solutions Are Key For The Wealth Management Industry

These days, digitalisation is transforming the entire financial industry. What does that mean for professionals in the business of managing assets on behalf of wealthy and ultra-wealthy individuals? This article examines the importance of modern digital solutions for private bankers and independent asset managers in assisting them to deliver exceptional client service.
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Wealth Owners Of The Future: Who They Will Be And How To Win Them As Clients

According to current statistics, your wealthiest clients are likely to have a rather uniform personal profile. According to research from Wealth-X, the global population of ultra-high net-worth individuals (UHNWIs) is 89% male, with an average age of 65. In the near future, however, the population of wealth owners will include more women, Great Wealth Transfer recipients, and affluent earners having just crossed the high net worth threshold. This article outlines what you should know to best position yourself to serve tomorrow’s digital-native investors.
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Altoo

The Altoo Platform aggregates wealth data from multiple sources to deliver comprehensive wealth analysis, performance and reporting. It is a modern and sophisticated, highly secure, SaaS platform, 100% Swiss developed and hosted.

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Zugerstrasse 77
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+41 58 502 25 25

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