November 18, 2020

Swiss FinTech Day 2020

"Altoo is a rising star a the fintech sector with its Switzerland based technology" says Stefan Zwicky, Head Swiss Business Hub Italy.

November 5, 2020

Introducing Future Cashflow Report

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

October 30, 2020

acrevis Bank AG In Partnership With Altoo

acrevis bank AG enables external asset managers, foundations and family offices to access the Altoo Wealth Platform.

October 16, 2020

Forbes ‘2020 Family Office Software Roundup’

For the second consecutive year, Altoo has ben featured in Forbes ‘2020 Family Office Software Roundup’, which lists the leading software solutions for family offices.

June 16, 2020

Introducing Strategic Asset Allocation

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.

May 27, 2020

Learnings From COVID-19: The Rise Of Digital Solutions For Wealth Managers

The last weeks have been an unprecedented situation for the wealth management industry: A combination of nervous financial markets and operational challenges of shifting daily business to ‘remote working’ mode. Altoo was invited by Sphere for a webinar providing some best practice insights and learnings from the last weeks.

April 3, 2020

New Feature: Document Tagging

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.

February 21, 2020

The New Altoo Wealth Overview

With the help of our valued co-creators, we have updated the wealth overview to provide a richer and more engaging picture of the total wealth.

Private Wealth Owners

Swiss FinTech Day 2020

Introducing Future Cashflow Report

acrevis Bank AG In Partnership With Altoo

Forbes ‘2020 Family Office Software Roundup’

Introducing Strategic Asset Allocation

Learnings From COVID-19: The Rise Of Digital Solutions For Wealth Managers

New Feature: Document Tagging

The New Altoo Wealth Overview

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