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Protected: Spotify – 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.
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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.
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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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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.
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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.
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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.
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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.
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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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