Altoo AG has launched a significant mobile app upgrade, providing secure, intuitive access to complex portfolios for wealthy individuals and family offices The app features intuitive dashboards, enhanced data navigation, watchlists, collaboration tools like chat and task manager, and alerts for exceptional portfolio and transaction monitoring while on-the-go The Altoo Wealth Platform, consistently recognized by […]
Pioneering Swiss fintech strengthened position in domestic and international markets Automated dividend forecasting feature introduced to wealth platform, alongside more than twenty upgrades to existing functionalities Strong commitment to the industry community by enhancing business development programmes and communication activities Zug, Switzerland – July 3, 2024: Altoo AG, a fintech empowering ultra-high-net-worth individuals, family offices, […]
Wealth management fintech shares client feedback scores on “world class asset management platform” benefits, performance, and customer service Zug, Switzerland, May 9, 2024: Altoo AG, a fintech that empowers investment professionals, family offices and individual ultra-high-net-worth clients to conveniently oversee their wealth, has announced the results of its annual client satisfaction survey. The data, which […]
The podcast series offers fresh insights on wealth management trends Four episodes with experts on digital transformation, cybersecurity, client service, and family office software solutions Available now to tune in on the company website Zug, Switzerland: Altoo AG which empowers investment professionals and individual ultra-high-net-worth clients to conveniently manage their wealth through the cutting-edge Altoo […]
New Altoo Wealth Management Platform feature optimizes future cash flow assessment and liquidity Zug, Switzerland – March 25, 2024 – Altoo AG, a fintech that empowers investment professionals, family offices and individual ultra-high-net-worth clients to conveniently oversee their wealth, and Divizend GmbH, a technology company that develops solutions for dividend investments and related tax issues, […]
Simon Kaufmann assumes responsibility for leading the business development unit to accelerate client growth The focus will be actively driving new customers, partnerships and acquisitions within the Swiss and international family office and ultra-high-net-worth software markets New appointment will help Altoo to strengthen and extending its prospect and client service while also ensuring operational excellence […]
Altoo Insights brings existing and future clients, as well as the general public globally, closer to Altoo online A digital news offering covering wealth management and lifestyle features for the ultra-wealthy and those supporting them Over 500 original and high-quality articles in English, German, and French already accessible Newsletter subscription available Zug, Switzerland: Altoo AG, […]
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.
Ⓒ Altoo 2018-2025. Made in Switzerland. All rights reserved.
