Master Your Data

The Altoo Wealth Platform will seamlessly import transaction information and market data from various sources with ease. With multiple bank connections we digest assets across all regions and in any currency for you.

Automated Data Feeds

Automated Data Feeds

> 500 custodian bank data connections and access to > 3,000 non-custody banks.
Market Data from best-in-class providers letting you compare your custodians using the same market prices.
Automated matching of related transactions and bookings.

Lifestyle and Non-Bank Assets

40+ trackable lifestyle and non-bank asset types.
Attach images and documents to create a central digital library.
Use the platform to plan succession of your non-financial assets to your heirs.

Lifestyle and Non-Bank Assets

Private Equity and Dividend Data

Private Equity and Dividend Data

Monitor liquidity events with ease and gain perspective.
Dividend predictions are visible in your cash forecast.
Use automated data enrichment to save time and effort for private equity investments.

Connect with Confidence

Dedicated project managers and connectivity specialists support the onboarding of your data.
Automated processing and reconciliation of custodian data to deliver 100% accuracy.
Best in class data connections ensure stability, quality and seemless data processing.

Connect with Confidence

Additional Platform Benefits

Consolidation

For financial peace of mind, you need to have one window to all your wealth.

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.

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.