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What Is Wealth Data Virtualisation?

Data Virtualisation
The ability to extract actionable, real-time insights from multi-source data is an increasingly important success factor for wealth management businesses. Here we introduce data virtualisation as a way for them to build this ability and why they should consider adding it to their digital tool belt.
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ESG Trends For 2024: Further Steps Toward A Sustainable Future

ESG Trends for 2024
As we enter 2024, a new wave of ESG trends will shape the business world and drive positive change. Here we present the top trends for 2024, providing valuable insights for companies looking to make a meaningful impact. From mandatory reporting requirements to supply chain transparency, these trends will pave the way for a more sustainable future.
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Real Estate Markets To Keep On The Radar In 2024

Real Estate Markets
International real estate investments represent one of the most popular avenues for diversifying, preserving, growing wealth. This article explores six countries outside the European Union whose property markets are expected to draw significant interest from high-net-worth individuals seeking outsized returns.
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Managing Family Office Complexity

Altoo Platform
Single and multi family offices are contending with more complexity than ever. For family officers and the families they assist, this article lays out the three main causes of this complexity and how the Altoo Wealth Platform simplifies them.
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How To Drive Firm-Wide Adoption Of New Technologies

Digital Technology
Wealth management firm leaders are always on the lookout for ways to save time, reduce costs, and make their processes more effective with new technologies. Their colleagues, however, are often reluctant to alter their familiar workflows. Read about the best ways to achieve firm-wide adoption of new digital solutions that can lead to success for the entire team.
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A Guide To Asset Management For Foundations

Asset Management for Foundations
Whether you are overseeing a private foundation or a public charity, it is essential to have effective practices in place to ensure the responsible stewardship of your organisation's resources. By implementing best practices in foundation asset management, you can maximise the impact of your philanthropic efforts and safeguard the long-term sustainability of your foundation.
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How To Safeguard Your Family Wealth

Strategies to Safeguard Your Family Wealth
In an ever-changing economic landscape, it is critical for high net worth individuals and families to employ effective strategies to protect their wealth. The complexities of wealth management require a comprehensive approach that encompasses a wide range of factors. Here we present you with an overview of the core strategies that can help protect your family's wealth, with a particular focus on the importance of digital wealth management in the modern era.
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ChatGPT And AI: A Guide To Understanding The Language Of The Future

Chat GPT
ChatGPT has emerged as a revolutionary tool that bridges the gap between humans and machines. This advanced language model, developed by OpenAI, has opened up new possibilities in natural language processing, transforming the way we interact with technology. In this article, we'll delve into the essential terms, useful prompts, and everything you need to know to harness the power of ChatGPT and AI tools.
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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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