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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.
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Safeguard Your Financial Future With A Wealth Management Platform

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.
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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.
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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. 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.
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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.
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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.
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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.
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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.
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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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