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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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Simple Solution For Transitioning To Open Banking

Are you looking to take the complexity out of growing and developing your family office? Altoo offers a solution that does just that by enabling families to organize and manage their data in a secure accessible way. Altoo has already enabled many family offices to realize the benefits of transitioning to open banking while maintaining […]

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In the Press: CEO Interview In The Tagesanzeiger

TagesAnzeiger
Need to manage your own wealth or those of your family simply and clearly? With the digital platform Altoo, this has been possible since 2017. Ian Keates, Altoo CEO, explains how the FinTech's Wealth Platform can present and manage even complex wealth structures in a holistic way.
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Altoo In The Final Three For The Switzerland Global Enterprise’s Export Award 2022

Matterhorn in winter
Altoo was nominated as a finalist for this year’s Switzerland Global Enterprise’s Export Award which honors an internationally active company that impresses with its expansion strategy, the clarity of its internationalization concept and a consistent and successful implementation.
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10th Annual WealthBriefing European Awards 2022: Two Awards For Altoo

Altoo AG is proud to have been awarded not one, but two, awards at the Tenth Annual WealthBriefing European Awards 2022 held in London on 30 May 2022.
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How To Reduce Complexity After A Liquidity Event

A successful startup exit, an inheritance, a life insurance payout: Sometimes people become wealthy “overnight.” But wealth is complex and it won’t take long until being wealthy starts losing its cosiness. Altoo provides solutions.
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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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