Altoo AG introduces the Altoo MCP, a new way to connect the Altoo Wealth Platform with a compatible AI platform of your choice. The Altoo MCP is built on the open Model Context Protocol. It enables our clients to bring the context of their consolidated wealth information into the AI experience that best fits their […]
In 2021 Altoo again had one main priority; providing simplicity for complex wealth for our clients. This year, in particular, has shown us that living the "ALTOOgether" spirit with our clients and partners is our recipe for success.
For the third year in a row, Altoo is listed among the top providers offering the world's best tailored services for family offices considering new solutions...
Thurgauer Kantonalbank has announced to expand their services for wealthy clients with the Altoo Wealth Platform.
In the podcast series ‘The Makers’ Martin Stadler, Altoo’s CEO, provides a personal and in-depth look at Altoo.
Altoo AG is one of the first members of the OpenWealth Association, joining forces with other innovative companies from the financial industry and fintech world.
Interview with our CEO Martin Stadler in the Swiss news portal finews.
acrevis bank AG enables external asset managers, foundations and family offices to access the Altoo Wealth Platform.
For the second consecutive year, Altoo has ben featured in Forbes ‘2020 Family Office Software Roundup’, which lists the leading software solutions for family offices.
Customers of the Luzerner Kantonalbank can now aggregate their current and custody accounts on a daily basis with the Altoo Wealth Platform.
The Altoo Wealth Platform becomes an integral part of Rahn+Bodmer Co. asset consolidation and investment controlling services.
Did you ever wonder how multibanking works for wealthy individuals? Prof. Dr. Andreas Dietrich has kindly tested the Altoo Wealth Platform in depth and shared his insights in an article on the IFZ Retail Banking Blog.
Altoo is pleased welcome two new partners: IFS Independent Financial Services AG and Rahn+Bodmer Co., Zurich's oldest private bank.
In October, Forbes Magazine featured Altoo in its ‘2019 Family Office Software Roundup’. The overwhelming response by Forbes’ global audience demonstrated that our commitment to Switzerland and the Swissness of our technology delivers a strong value proposition to international clients.
We are proud to be featured in the June edition of the Swiss financial magazine Bilanz.
Since the beginning of this year, our white labelling solution for Multi-Family-Offices and private banks is live and we are proud to have with Belvoir Capital another Family Office in Zurich working with us.
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Wealth management is one of the most important financial subsectors. Globally, it is currently undergoing significant change as a result of new consumer tastes and digital business models, as well as demographic, macroeconomic, regulatory, and competitive factors. We did the research for you, so you know what's to come. You can read an overview of the trends influencing the industry below.
In the rapidly evolving world of finance, technology has become a catalyst for change across industries. Wealth management is no exception. Traditional approaches to wealth management are being disrupted by technological advancements, offering new opportunities, greater efficiency and an improved client experience. In this article, we explore emerging technology trends that are revolutionizing wealth management for individuals with significant financial resources.
The technologies in a family office are essential not only to optimise and automate all your data, but also to ensure that your assets are managed in a way that is both efficient and effective.
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Family offices are underinvested in operational technology, often relying on paper-based methods and Excel spreadsheets. Transitioning to digital wealth platforms enhances efficiency, decision-making, and collaboration. This insight explores how digital solutions can simplify complex wealth structures, making asset management more effective and strategic for private wealth clients.
