June 26, 2024

Setting Yourself Up for Successful Impact Investing

For thousands of years, wealth owners have directly or indirectly invested in creating better societies. However, the concept of generating personal returns on assets that simultaneously benefit the greater good—known as impact investing—is relatively new. This approach unlocks exciting possibilities for philanthropically-minded profit-seekers. Here, we outline the most important considerations if you’re exploring this increasingly popular way to make a difference with your money.

June 19, 2024

Safeguard Your Financial Future With Altoo

Managing personal wealth, whether it’s your own, your family’s, or your client's, can seem overwhelming these days. Keeping on top of a diverse set of investments, market fluctuations, and numerous regulations requires a significant time investment. Additionally, there are many potential pitfalls if you’re managing it all manually.

June 10, 2024

Assessing Fintech Cybersecurity: Four Basic Questions For Non-Technical Wealth Owners To Ask

Fintech companies are introducing innovative methods to understand and manage even the most diverse portfolios. If you’re considering working with one of these financial industry newcomers independently – that is, not through one of your banks or other institutional service providers – you should ask four basic questions about their data security. This article explores these questions and provides guidance on evaluating the responses.

June 4, 2024

Simplicity and Security: The Modern Approach to Wealth Management

Wealth owners are shifting away from traditional banking and manual methods in favour of tech solutions for more holistic wealth management. Tracking Altoo's journey as a Swiss-based fintech, this insight highlights the primary factors driving the change. It discusses the importance of cybersecurity and explores the concept of a paperless family office which digitisation can deliver.

May 30, 2024

What UHNWI Advisors Can Learn From The Mass Affluent WaaS UX Playbook

With today’s wealth management industry undergoing rapid transformation driven by pervasive digitalisation, a new wave of technology-driven solutions is democratising access to wealth management through the wealth-as-a-service (WaaS) model. While ultra-high net worth individuals (UHNWIs) demand high-touch services that only a human can provide, their advisors can learn much from the factors making WaaS popular among investors with less sophisticated needs. Here we explore the world of mass affluent WaaS and highlight key takeaways for UHNWI advisors aiming to level up their client experience.

May 23, 2024

The Four P’s of Tech-Enabled Scaling for Wealth Managers

Scaling a wealth management firm – like any services business – is about acquiring and retaining more clients. You may be able to bring in new ones, but they and others will soon depart if the quality of your services suffers as a result. To keep quality up, even as your client base grows, it is crucial to understand the critical role technology plays not only in your clients’ expectations but also your ability to meet them.

May 10, 2024

Going Digital To Simplify The Complexity of Direct Real Estate Investment

Profitable direct ownership of property often requires overcoming complexity not typically associated with traditional asset classes. This article outlines the two primary sources of this complexity and suggests how to best address it using a digital wealth platform with features supporting smart real estate investing.

May 3, 2024

Key Things To Look For in a Wealth Management Platform

Whether you’re looking for a net-new wealth management platform, or looking to make a change, customer satisfaction should always be a top priority. It’s important to make sure your wealth management platform provider can deliver both the technology and the service that you need.

Digital Wealth Management

Setting Yourself Up for Successful Impact Investing

Safeguard Your Financial Future With Altoo

Assessing Fintech Cybersecurity: Four Basic Questions For Non-Technical Wealth Owners To Ask

Simplicity and Security: The Modern Approach to Wealth Management

What UHNWI Advisors Can Learn From The Mass Affluent WaaS UX Playbook

The Four P’s of Tech-Enabled Scaling for Wealth Managers

Going Digital To Simplify The Complexity of Direct Real Estate Investment

Key Things To Look For in a Wealth Management Platform

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