May 15, 2023

New Feature: Private Equity Reporting Module

We are delighted to announce the launch of our latest feature: Private Equity reporting. Designed to equip you with a comprehensive set of tools and metrics to help you gain deeper insights into your investments and make better financial decisions.

February 9, 2023

Property Asset Management Software

Real estate asset management software draws current data from various sources to give complex wealth owners an easily digestible overview of their portfolios. While that is a significant benefit in itself, these are a few more reasons why it is wise to use property asset management software to manage real estate assets. Read more here. […]

January 19, 2023

Wealth Management Reporting Software

While having various assets helps cushion wealth owners against market volatility, it can also be complicated to track how much money is stored in each asset. That is where wealth management reporting software comes in.

November 2, 2022

Liquidity Planning For Future Cash Flows

We are pleased to announce the new Liquidity Planning functionality is now available as an additional module in the Altoo Wealth Platform. We are delighted to offer all customers a free trial to explore and ensure our new feature meets your needs.

October 12, 2022

Financial Planning Software For Family Offices

The benefits of financial planning software for family offices are myriad, offering a clear way to track investments and assets. Here are just four ways family office management software can help.

September 28, 2022

Benefits Of Investment Management Software

If you want to understand your net worth, keeping track of your financial asset performance is essential. At times, this seems easier said than done, especially if you are a complex wealth owner. This is where investment management software comes in.

July 13, 2022

Simple Solution For Transitioning To Open Banking

Are you looking to take the complexity out of growing and developing your family office? Altoo offers a solution that does just that by enabling families to organize and manage their data in a secure accessible way. Altoo has already enabled many family offices to realize the benefits of transitioning to open banking while maintaining […]

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.

Platform

New Feature: Private Equity Reporting Module

Property Asset Management Software

Wealth Management Reporting Software

Liquidity Planning For Future Cash Flows

Financial Planning Software For Family Offices

Benefits Of Investment Management Software

Simple Solution For Transitioning To Open Banking

Open Banking – Underestimated By Banks

Altoo

Platform

Solution

Company

Contact us

Insights On Wealth Management And More.

Delivered To Your Inbox, Weekly.

Altoo

Platform

Solution

Company

Contact us