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Altoo Intelligence

Secure Key Stores At Altoo

The Altoo Wealth Platform uses encryption to protect confidential customer data. But encryption is only as good as the protection of the keys that encrypt that data. So how to protect these keys? Similarly, do you store the key to your house under your doormat or do you use a strong key box? Altoo decided to use Hardware Security Modules from Securosys to protect the keys to confidential customer data.
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Altoo Online Guide

Find important information about the Altoo Wealth Platform in our new Altoo Online Guide.
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New Wealth Item Tagging And Powerful Explorer Filter

Altoo Wealth platform now allows to organise any wealth by personal categories and classifications.
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Introducing The Transaction Report

With Altoo´s new transaction report you are able to analyse all transactions across your entire wealth from one place
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Introducing Future Cashflow Report

With Altoo´s new future cashflow report, you will have an aggregated overview of all future liquidity events in one place.
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Introducing Strategic Asset Allocation

Strategic Asset Allocation by Altoo
The Altoo Wealth Platform now includes an asset allocation report, which shows you in detail how your asset allocation has evolved over time. It also enables you to track your SAA for your total wealth, on individual portfolios, or for specific legal entities.
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Altoo On CNN Money Switzerland

Our CEO Martin Stadler has been interviewed by Tanya König from CNNMoney Switzerland about our the positive impacts that Altoo AG has seen during the Covid-19 lockdown.
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Learnings From COVID-19: The Rise Of Digital Solutions For Wealth Managers

Coronavirus Covid-19 Business impact.
The last weeks have been an unprecedented situation for the wealth management industry: A combination of nervous financial markets and operational challenges of shifting daily business to ‘remote working’ mode. Altoo was invited by Sphere for a webinar providing some best practice insights and learnings from the last weeks.
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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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