Search
Close this search box.
Contact Us

Single Family Office

How Can A Family Office Benefit From Open Banking?

To successfully help high-net-worth individuals (HNWIs) preserve and grow their wealth, a family office (FO) requires more than expert asset management and financial planning skills. It also needs comprehensive visibility into all the family’s assets—both those the FO manages and those it does not. Open banking is here to help. This article explains how.
Read More »

OpenWealth Association: All Under One Roof

To boost the efficiency of the Swiss wealth management business and to strengthen Switzerland as a financial and innovation center are two main goals of the OpenWealth Association. The community of banks, wealth, and wealth managers was established in 2021 in Zurich to develop, define, maintain, and operationalize the Open API standard for the wealth management community.
Read More »

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.
Read More »

Pros and Cons of Wealth Management Platforms vs. Excel Spreadsheets

If you’re using Excel spreadsheets for wealth management, you may have wondered about the value of a wealth management platform, and at what point it makes sense to investigate the options.
Read More »

Leveraging Tech To Transform Client Concerns Into Client Satisfaction

As a wealth manager, do your clients take your advice entirely at face value? If not, they probably have good reasons. After all, they most likely became wealthy by thinking analytically. You should not expect them to stop that analysis just because you are providing the answers. Fortunately, their difficult questions can hold immense value for both you and them. A sophisticated digital wealth platform can help you extract and unlock that value.
Read More »

Addressing Family Offices’ Top Three Investment Monitoring Challenges

In today’s increasingly digitalised financial landscape, all forward-thinking wealth professionals face a shared set of challenges in consolidating, analysing, and visualising data as they monitor investments. For family officers in particular, these challenges involve three specific challenges. Here we suggest how you can successfully address them.
Read More »

Family Office Education: Where To Upskill Your Team?

To keep up with constantly shifting traditional markets like real estate and equities as well as emerging asset classes like NFTs and cryptocurrencies, many family offices have recognised the importance of investing in their people’s targeted education. In this article, we list some of the best business school offerings designed to help family office executives skill up.
Read More »

Connecting Generations In Philanthropy

Connecting Generations
Philanthropy has always played a crucial role in shaping communities and driving positive change. As time rolls on, each generation’s philanthropic priorities and approach to giving evolve. Understanding these differences and bridging the gap between older and younger generations is crucial for nonprofits to grow their supporter base and drive meaningful change.
Read More »
Explore More

Insights On Wealth Management And More.

Delivered To Your Inbox, Weekly.
Subscribe Now

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.

Contact Us
Linkedin Icon Twitter
Altoo Platform Media

Platform

Solution

Company

Contact us

Altoo AG

Zugerstrasse 77
6340 Baar
Switzerland

Altoo Platform Media

Ⓒ Altoo 2018-2024. Made in Switzerland. All rights reserved.

Left Menu Icon