Consolidate Your Wealth

For financial peace of mind, you need to see the big picture of your wealth. The Altoo Wealth Platform shows it to you in easily understandable and dynamic reports based on data from every corner of your portfolio.

One Window To All Your Wealth

One Window To All Your Wealth

Track what you own. See how 40+ types of bankable and non-bankable assets are performing.
Understand what you owe. Keep an eye on mortgages, capital commitments, and more.
Visualise your wealth structure. Establish a virtual overview of your ownership structures.

Unify Your Financial Data

Bring together your transaction and portfolio data from all the financial providers that serve you.
Benchmark your portfolios, track and compare relative performance and fees of your asset managers.
Build watchlists of assets held across multiple custodians.

Unify Your Financial Data

Keep Track Of Non-Bank Assets

Keep Track Of Non-Bank Assets

Manage all your collectibles and important, valuable items.
Monitor rental income and expenses for your real estate.
Link certificates, rental agreements, insurance policies, and all other relevant documents and images.

Additional Platform Benefits

Analyse Your Wealth

Analyse your wealth for peace of mind, understanding risks and for planning ahead.

Intelligent Insights

When using Altoo, get served intelligent insights that you won’t find elsewhere.

Data

Altoo imports transaction information and market data from various sources with ease.

Security

Get the highest standards of security, your data is safe in Switzerland.

Want to know more?

Are you interested in Altoo? Talk to us – we look forward to sharing more information about our vision and technology with you.

Get Enlightened

Want to know more?

Are you interested in Altoo? Talk to us – we look forward to sharing more information about our vision and technology with you.

Case Studies

Analyse Your Wealth

Analyse your wealth for peace of mind, understanding risks and for planning ahead.

Analyse Your Wealth

Analyse your wealth for peace of mind, understanding risks and for planning ahead.

Analyse Your Wealth

Analyse your wealth for peace of mind, understanding risks and for planning ahead.

Analyse Your Wealth

Analyse your wealth for peace of mind, understanding risks and for planning ahead.