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New Feature: Private Equity Reporting Module

We are delighted to announce the launch of our latest feature: Private Equity reporting. Designed to equip you with a comprehensive set of tools and metrics to help you gain deeper insights into your investments and make better financial decisions.
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Top 5 “Growth Start-up” Finalist At Swiss FinTech Awards 2023

Altoo is delighted to be shortlisted among the Top 5 ‘Growth Start-ups of the Year’ by the Swiss Fintech Awards 2023
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In The Know: Travel Trends 2023

In the ever-changing world of luxury travel, new experiences and concepts are constantly evolving. Discover with us some trends and perhaps inspiration for your next trip. 01 Individuality More and more travelers prefer to tailor their trips to their individual needs and requirements. All aspects of the trip, from destination, transport and daily activities to […]

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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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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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