June 30, 2022

In the Press: CEO Interview In The Tagesanzeiger

Need to manage your own wealth or those of your family simply and clearly? With the digital platform Altoo, this has been possible since 2017. Ian Keates, Altoo CEO, explains how the FinTech's Wealth Platform can present and manage even complex wealth structures in a holistic way.

June 8, 2022

Open Banking – Underestimated By Banks

Open Banking is an umbrella term used to describe technology that allows clients of banks (or accredited third parties) to access client data (e.g. transactions & holdings) or services of the bank (e.g. payments) via an API rather than via the bank's e-banking platform. Having such APIs available allows for a seamless integration of banking data and services in third party applications. The Institut für Finanzdienstleistungen Zug (IFZ) Open Banking has now published the IFZ Open Banking Study 2022 which analyses the state of open banking in the Swiss banking landscape.

April 8, 2022

Altoo In The Final Three For The Switzerland Global Enterprise’s Export Award 2022

Altoo was nominated as a finalist for this year’s Switzerland Global Enterprise’s Export Award which honors an internationally active company that impresses with its expansion strategy, the clarity of its internationalization concept and a consistent and successful implementation.

March 7, 2022

How To Reduce Complexity After A Liquidity Event

A successful startup exit, an inheritance, a life insurance payout: Sometimes people become wealthy “overnight.” But wealth is complex and it won’t take long until being wealthy starts losing its cosiness. Altoo provides solutions.

February 7, 2022

Using Technology To Manage Succession

Altoo features in the Winter/Spring 2022 issue of Family Office Global magazine and tackles the sensitive topic of Succession Planning.

December 16, 2021

Benchmark Your Returns With Indices

Over the last few weeks, we have started to roll out a much anticipated new feature: Benchmarking. And we are pleased to announce that this is now fully available!

December 2, 2021

How To Manage IT Products, Standards And Dependencies

IT is a complex domain which has now found its way into every industry. It is no longer possible to run a business without technology, and the dependencies and risks create new challenges that need to be properly addressed. Complex systems make it difficult for management to identify and quantify the most often underestimated risks present in, and caused by, IT.

August 4, 2021

Intergenerational Wealth Transfer

How the Altoo Wealth Platform in making the intergenerational wealth transfer process comprehensive, smooth, and digitally complete.

Altoo Intelligence

In the Press: CEO Interview In The Tagesanzeiger

Open Banking – Underestimated By Banks

Altoo In The Final Three For The Switzerland Global Enterprise’s Export Award 2022

How To Reduce Complexity After A Liquidity Event

Using Technology To Manage Succession

Benchmark Your Returns With Indices

How To Manage IT Products, Standards And Dependencies

Intergenerational Wealth Transfer

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