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Private Wealth Owners

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. […]

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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.
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Forbes Family Office Software & Technology Review 2022

Forbes Family Office Software Review
Altoo is delighted to be named among Forbes top software solution providers for family offices for a fourth year running.
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Inheritance Planning

In a recent survey report released by UBS*, one of the world’s largest wealth managers, it is revealed that many investors simply aren’t taking the actions necessary to ensure successful wealth transfer. Four in ten don’t have an up-to-date will or wealth transfer plan, and half aren’t even having these important conversations to prepare their future heirs.
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Liquidity Planning For Future Cash Flows

Water Bubble
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.
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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.
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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.
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Wealth Management Technology Trends 2022

Explore how wealth management technology trends are evolving in 2022 and how platforms like Altoo offer an exciting wealth management solution. Read more here.
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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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