Platform

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

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

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.

Having all your important documents in in a secure place accessible for you and your trusted partners proves to becoming more and more important. We are very happy to reveal our extended document management functionality: Tagging.

Altoo has a particular responsibility as our clients trust us with all of their private wealth data. Our new interactive website Security@Altoo provides an detailed overview of our security measures.

Interacting with wealth data on the go becomes more an more important in today's digital world. A recent study by CREALOGIX has shown that 43.6% of banking customers are using a bank's mobile app, and this number is increasing rapidly. Therefore, in response to our clients' needs, the Altoo Wealth Platform has increased its mobile functionalities gradually over the recent months.