{"id":34509,"date":"2024-05-23T18:00:49","date_gmt":"2024-05-23T16:00:49","guid":{"rendered":"https:\/\/altoo.io\/?p=34509"},"modified":"2026-01-26T22:00:51","modified_gmt":"2026-01-26T21:00:51","slug":"die-vier-ps-der-technologiegestutzten-skalierung-fur-vermogensverwalter","status":"publish","type":"post","link":"https:\/\/altoo.io\/de\/the-four-ps-of-tech-enabled-scaling-for-wealth-managers\/","title":{"rendered":"Technologiegest\u00fctzte Skalierung f\u00fcr Verm\u00f6gensverwalter - die vier Ps"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"34509\" class=\"elementor elementor-34509\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-1833310 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"1833310\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-7320c48\" data-id=\"7320c48\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-a3f3d8b elementor-widget elementor-widget-text-editor\" data-id=\"a3f3d8b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400\" data-sider-select-id=\"fe57db14-698c-4aaf-bc57-8c093a69d026\">According to an <a href=\"https:\/\/www.ey.com\/en_pl\/wealth-management-research\" data-sider-select-id=\"ab52ed61-96d0-4e43-bd10-24560642034b\" target=\"_blank\" rel=\"noopener\">EY report from 2023<\/a>,<\/span><span style=\"font-weight: 400\" data-sider-select-id=\"bdb40d17-5398-42a0-b435-a0396dbb1a16\">\u00a0modern wealth managers face a simple but challenging imperative to \u201cdo more for less.\u201d That means delivering more valuable services for more clients without sacrificing profitability for the firm. EY identified technology is a critical factor in rising to this challenge. The key questions, however, are:\u00a0<\/span><\/p><ul><li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Where should you aim to add value? What should you focus on delivering for your clients and your firm?\u00a0<\/span><\/li><li style=\"font-weight: 400\"><span style=\"font-weight: 400\">What technological capabilities will best help you deliver on these priorities at cost-effective scale?\u00a0\u00a0<\/span><\/li><\/ul><p><span style=\"font-weight: 400\">According to our research, you should focus your efforts on enhancing performance, personalisation, and perspective \u2013 all while maximising productivity for your firm. Below, we outline the technological capabilities that best support each goal.\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-9206d44 elementor-hidden-desktop elementor-hidden-tablet elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"9206d44\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-top-column elementor-element elementor-element-e566bf1\" data-id=\"e566bf1\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3948b09 elementor-widget elementor-widget-image\" data-id=\"3948b09\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/elementor\/thumbs\/An-Old-Expectation-Met-Better-with-New-Technology-qnrmhe901qqi60k88x658gsuwy48agdmt7vctizk80.png\" title=\"\" alt=\"\" loading=\"lazy\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-66 elementor-top-column elementor-element elementor-element-21df49f\" data-id=\"21df49f\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-81a4dd3 elementor-widget elementor-widget-heading\" data-id=\"81a4dd3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">01 Performance: An Old Expectation Met Better with New Technology <\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-2e9de99 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"2e9de99\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-top-column elementor-element elementor-element-11f3993 elementor-hidden-mobile\" data-id=\"11f3993\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-b8a3431 elementor-widget elementor-widget-image\" data-id=\"b8a3431\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"225\" height=\"232\" src=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/05\/An-Old-Expectation-Met-Better-with-New-Technology.png\" class=\"attachment-large size-large wp-image-34548\" alt=\"\" srcset=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/05\/An-Old-Expectation-Met-Better-with-New-Technology.png 225w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/05\/An-Old-Expectation-Met-Better-with-New-Technology-12x12.png 12w\" sizes=\"(max-width: 225px) 100vw, 225px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-66 elementor-top-column elementor-element elementor-element-b8ffd07\" data-id=\"b8ffd07\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-1561902 elementor-hidden-mobile elementor-widget elementor-widget-heading\" data-id=\"1561902\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">01 Performance: An Old Expectation Met Better with New Technology<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-cccffa9 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"cccffa9\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-321e0c5\" data-id=\"321e0c5\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-65204e0 elementor-widget elementor-widget-text-editor\" data-id=\"65204e0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">The most basic of wealth management client expectations is that their portfolios grow. Unsurprisingly, EY found that investment performance was most commonly cited as a top decision driver when selecting a wealth manager, with 46% of surveyed clients indicating as such. An overwhelming 73% of the same clients said they would change their investment approach in response to decreasing portfolio value.<\/span><\/p><p><span style=\"font-weight: 400;\">You no doubt know that data is critical for making well-informed, performance-maximising investment decisions. The wealth business is ultimately about helping clients achieve numerical results, after all.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">You have probably heard data referred to as the \u201cnew oil,\u201d i.e. the most important raw material across multiple modern industries. Winning insights (the \u201cnew gasoline\u201d) can be extracted from it through analysis. In fact, data is more like sand in that individual pieces of it have little value. Sand is usually bought by the ton for whatever it will be used for; similarly, data is truly valuable only in large quantities. Patterns and trends can be identified best by correlating, comparing, and analysing multiple data points.\u00a0\u00a0\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">As a wealth manager, you should therefore know that good data aggregation \u2013 the process of collecting data from various sources into one place \u2013 is the foundation of good data analysis. The more high-quality data is available, the better your data-driven insights can be.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">Here, a technological solution like the Altoo Wealth Platform can automatically aggregate and analyse data from a wide variety of sources. Altoo, for example, aggregates market data from the industry\u2019s best sources to enable automated analysis of client\u2019s holdings versus standard and customised benchmarks. <\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-f2f4db6 elementor-hidden-desktop elementor-hidden-tablet elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"f2f4db6\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-top-column elementor-element elementor-element-3f9fd05\" data-id=\"3f9fd05\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-362b25f elementor-widget elementor-widget-image\" data-id=\"362b25f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/elementor\/thumbs\/Personalisation-The-Leading-Factor-in-Better-Client-Experiences-qnrmh8lywqis8csf5uqdti83cmw109r8sfyfxv7x9c.png\" title=\"\" alt=\"\" loading=\"lazy\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-66 elementor-top-column elementor-element elementor-element-3341f9d\" data-id=\"3341f9d\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-f6aab25 elementor-widget elementor-widget-heading\" data-id=\"f6aab25\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">02 Personalisation: The Leading Factor in Better Client Experiences<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-2f8fd63 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"2f8fd63\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-top-column elementor-element elementor-element-5d9fb31 elementor-hidden-mobile\" data-id=\"5d9fb31\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-e2670e1 elementor-widget elementor-widget-image\" data-id=\"e2670e1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"225\" height=\"232\" src=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/05\/Personalisation-The-Leading-Factor-in-Better-Client-Experiences.png\" class=\"attachment-large size-large wp-image-34550\" alt=\"\" srcset=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/05\/Personalisation-The-Leading-Factor-in-Better-Client-Experiences.png 225w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/05\/Personalisation-The-Leading-Factor-in-Better-Client-Experiences-12x12.png 12w\" sizes=\"(max-width: 225px) 100vw, 225px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-66 elementor-top-column elementor-element elementor-element-454d03d\" data-id=\"454d03d\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-4a9343e elementor-hidden-mobile elementor-widget elementor-widget-heading\" data-id=\"4a9343e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">02 Personalisation: The Leading Factor in Better Client Experiences<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-01ee1e7 elementor-widget elementor-widget-text-editor\" data-id=\"01ee1e7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400\" data-sider-select-id=\"5782cadf-4619-4547-a0ec-c528e62dd89d\">According to 2023 research from Capgemini, a report-topping 76% of wealth management executives said that delivering a better client experience was their top priority. <a href=\"https:\/\/prod.ucwe.capgemini.com\/wp-content\/uploads\/2023\/05\/WWR-2023_web.pdf\" data-sider-select-id=\"dc3eb0b0-6b72-4593-b6ce-1c2c72e88ccf\" target=\"_blank\" rel=\"noopener\">68% of the same respondents said they were investing to support evolving client demands.<\/a><\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-ab3fefb elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"ab3fefb\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-598c1fe\" data-id=\"598c1fe\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-9e0732b elementor-widget elementor-widget-text-editor\" data-id=\"9e0732b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400\">These demands are all about personalisation, specifically with respect to:\u00a0<\/span><\/p><ul><li style=\"font-weight: 400\"><b>Advice.<\/b><span style=\"font-weight: 400\" data-sider-select-id=\"3da6dd61-e1e3-4848-a5f3-88bd87579043\"> Clients, especially younger ones, want data-driven recommendations hyper-personalised to their individual goals and circumstances. <a href=\"https:\/\/www.mckinsey.com\/industries\/financial-services\/our-insights\/on-the-cusp-of-change-north-american-wealth-management-in-2030\" data-sider-select-id=\"13d62691-c8cb-4dc7-a2ca-10afaff22531\" target=\"_blank\" rel=\"noopener\">McKinsey predicts that by 2030 80% of new investors will want such \u201cNetflixed\u201d advisory.<\/a><\/span><\/li><li style=\"font-weight: 400\"><b>Engagement.<\/b><span style=\"font-weight: 400\"> Capgemini found that phone calls were among high net worth clients\u2019 top two most commonly preferred communication channels across their entire journeys with wealth managers, from choosing a firm through onboarding to receiving advice. Face-to-face meetings also proved popular.\u00a0\u00a0\u00a0\u00a0<\/span><\/li><\/ul><p><span style=\"font-weight: 400\">Technology can help you meet both expectations by:<\/span><\/p><ul><li style=\"font-weight: 400\"><b>Aggregating clients\u2019 own wealth data to analyse and monitor<\/b><span style=\"font-weight: 400\" data-sider-select-id=\"dfbc8c92-2c29-431a-b18a-12cc63e607b1\">. <a href=\"https:\/\/www2.deloitte.com\/ca\/en\/pages\/financial-services\/articles\/disrupting-wealth-management-hyper-personalization.html\" data-sider-select-id=\"63037442-ffed-4f3b-885a-44aa6744c8e9\" target=\"_blank\" rel=\"noopener\">According to Deloitte, \u201cadvisors must make use of customer data and analytical technology in order to hyper-personalize their offerings and services, and build trusting\u2014and lasting\u2014client relationships.\u201d<\/a><\/span><\/li><li style=\"font-weight: 400\"><b>Freeing up time for one-on-one client conversations<\/b><span style=\"font-weight: 400\" data-sider-select-id=\"98dcf12c-bb71-44af-aba3-77499a26f7a2\">. Judging from McKinsey statistics, a significant portion of your workflows are likely automatable. <a href=\"https:\/\/www.mckinsey.com\/~\/media\/McKinsey\/Business%20Functions\/McKinsey%20Digital\/Our%20Insights\/Driving%20impact%20at%20scale%20from%20automation%20and%20AI\/Driving-impact-at-scale-from-automation-and-AI.ashx\" data-sider-select-id=\"30eb2c37-973b-4a58-983e-c34ca33eb4ae\" target=\"_blank\" rel=\"noopener\">The consultancy found that workers in finance and insurance spend more than half of their time collecting and analysing data, tasks that are ideal for automation using currently available tools.<\/a><\/span><\/li><li style=\"font-weight: 400\"><b>Easing<\/b> <b>on-demand<\/b> <b>updates on portfolio value and other information. <\/b><span style=\"font-weight: 400\" data-sider-select-id=\"1cedf347-991c-4494-892b-accf204739c2\">Clients do not necessarily want or need to hear from you every hour with the latest updates on the values of their portfolios. And especially for younger clients, simple questions or requests are often handled best through messages sent whenever and wherever necessary. <a href=\"https:\/\/www.insiderintelligence.com\/insights\/mobile-banking-market-trends\/\" data-sider-select-id=\"f3f1f41e-efd7-46ee-966a-e8bd606b9921\" target=\"_blank\" rel=\"noopener\">According to Insider Intelligence\u2019s Mobile Banking Competitive Edge Study, 89% of survey respondents said they use mobile banking. Furthermore, a full 97% of millennials indicated their use of mobile banking.<\/a><\/span><\/li><\/ul><p><span style=\"font-weight: 400\">A sophisticated digital wealth platform will package these personalisation-empowering benefits into one solution. For example, the Altoo Wealth Platform:<\/span><\/p><ul><li style=\"font-weight: 400\"><b>Brings together and analyses individual clients\u2019 data <\/b><span style=\"font-weight: 400\">from 3500+ banks and a wide range of other sources. Based on the analytical results, you can provide the provably customised advice prized by today\u2019s clients.<\/span><\/li><\/ul><ul><li style=\"font-weight: 400\"><b>Automates many of the tedious analytical workflows<\/b><span style=\"font-weight: 400\"> that are keeping your time and attention away from clients.<\/span><\/li><li style=\"font-weight: 400\"><b>Enables self-service portfolio value monitoring<\/b><span style=\"font-weight: 400\"> as well as one-stop secure messaging between you, your clients, and their tax consultants, lawyers, and other advisors \u2013 all via a SaaS portal or our dedicated mobile app. Automated alerts can be set to notify users of market moves, account balance changes, and more. Also, documentation and tasks can be attached to each asset to facilitate record-keeping and eliminate the need to hunt through email chains.<\/span><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-e272b8c elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"e272b8c\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-7f9a7d7\" data-id=\"7f9a7d7\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-51cbb39 elementor-widget elementor-widget-text-editor\" data-id=\"51cbb39\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"color: #ffffff\"><span style=\"font-weight: 400\">\u201cThe way I see it, wealth management involves both data and human relationships. Altoo helps advisors strike an optimal balance to deliver valuable, data-driven insights the way their clients want these insights delivered,\u201d says Simon Kaufmann, Head of Business Development at Altoo AG. <\/span><span style=\"font-weight: 400\">\u00a0<\/span><\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-7ed5704 elementor-hidden-desktop elementor-hidden-tablet elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"7ed5704\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-top-column elementor-element elementor-element-fb0bf6e\" data-id=\"fb0bf6e\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-952fd42 elementor-widget elementor-widget-image\" data-id=\"952fd42\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/elementor\/thumbs\/The-Big-Picture-for-Clients-with-Diverse-Portfolios-and-Service-Providers-qnrmh5sgc8ex9iwimbii40xpkh9xd6g1s1zzi1c3s0.png\" title=\"\" alt=\"\" loading=\"lazy\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-66 elementor-top-column elementor-element elementor-element-63353c1\" data-id=\"63353c1\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-b3ef468 elementor-widget elementor-widget-heading\" data-id=\"b3ef468\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">03 Perspective: The Big Picture for Clients with Diverse Portfolios and Service Providers <\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-9e6e1df elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"9e6e1df\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-top-column elementor-element elementor-element-8a46be0 elementor-hidden-mobile\" data-id=\"8a46be0\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-27a5e86 elementor-widget elementor-widget-image\" data-id=\"27a5e86\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"225\" height=\"232\" src=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/05\/The-Big-Picture-for-Clients-with-Diverse-Portfolios-and-Service-Providers.png\" class=\"attachment-large size-large wp-image-34551\" alt=\"\" srcset=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/05\/The-Big-Picture-for-Clients-with-Diverse-Portfolios-and-Service-Providers.png 225w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/05\/The-Big-Picture-for-Clients-with-Diverse-Portfolios-and-Service-Providers-12x12.png 12w\" sizes=\"(max-width: 225px) 100vw, 225px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-66 elementor-top-column elementor-element elementor-element-818a3a5\" data-id=\"818a3a5\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3f21bf3 elementor-hidden-mobile elementor-widget elementor-widget-heading\" data-id=\"3f21bf3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">03 Perspective: The Big Picture for Clients with Diverse Portfolios and Service Providers <\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-324ce51 elementor-widget elementor-widget-text-editor\" data-id=\"324ce51\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400\">Your clients likely know they should not put all their investment eggs in one basket. Research suggests they think along the same lines when it comes to their financial service providers.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-f1f0cd7 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"f1f0cd7\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-c84d3e9\" data-id=\"c84d3e9\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-0772c32 elementor-widget elementor-widget-text-editor\" data-id=\"0772c32\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400\">According to EY, the tumultuous markets of the early 2020s prompted 33% of wealth management clients to seek advice from a wider range of sources. This trend will likely accelerate: 53% of clients worldwide said they would seek out independent advice in the event of future volatility, and 28% plan to do so regardless of market conditions.<\/span><\/p><p><span style=\"font-weight: 400\" data-sider-select-id=\"94df2e00-d90b-4790-952f-2a5d80900406\">Similarly, Cerulli identified a preference among investors to diversify their service providers: <a href=\"https:\/\/www.cerulli.com\/press-releases\/over-half-of-retail-investors-prefer-to-consolidate-their-financials-to-a-single-provider\" data-sider-select-id=\"37754ed6-f163-4913-808b-77b2348563a8\" target=\"_blank\" rel=\"noopener\">while 74% of the affluent individuals the consultancy surveyed said they believed their primary investment provider <\/a><\/span><a href=\"https:\/\/www.cerulli.com\/press-releases\/over-half-of-retail-investors-prefer-to-consolidate-their-financials-to-a-single-provider\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\" data-sider-select-id=\"9e785c93-98af-4176-bfbd-4ca0cf53681e\">could<\/span><span style=\"font-weight: 400\"> solve all their financial needs, a less impressive 58% would said they would prefer to work with only provider, and only 37% said they take care of cash management at the same firm handling their investments.<\/span><\/a><span style=\"font-weight: 400\">\u00a0 \u00a0 \u00a0<\/span><\/p><p><span style=\"font-weight: 400\">EY suggested embracing demand for multiple opinions and service providers by acting as an orchestrator within your clients\u2019 broader investment environments. The consultancy expects that by 2026 18% of clients will be using fintech solutions, most of which are not confined to working with any one financial institution in particular.\u00a0\u00a0<\/span><\/p><p><span style=\"font-weight: 400\">A powerful way to position yourself as your clients\u2019 wealth orchestrator is to partner with a fintech able to visualise all their financial data. With such a partner, you can give clients a complete, easy-to-understand view of all their assets held at different institutions and illustrate how your recommendations tie in with what is literally the big picture of their finances.<\/span><\/p><p><span style=\"font-weight: 400\">One such fintech is Altoo. According to Simon Kaufmann:<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-352a5d6 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"352a5d6\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-132a5ac\" data-id=\"132a5ac\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-b7ae396 elementor-widget elementor-widget-text-editor\" data-id=\"b7ae396\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"color: #ffffff\"><span style=\"font-weight: 400\">\u201cMost clients think first about how their overall portfolio looks before diving deeper into how to improve specific aspects of it with decisions about investment opportunities, liquidity needs, or allocation adjustments, for example. That\u2019s why we designed Altoo to provide a comprehensive overview of each client\u2019s entire wealth with options to drill down into details \u2013 even granular ones like transaction fees \u2013 for individual holdings. Zooming out or zooming in, we want to help clients see their wealth from every angle.\u201d <\/span><span style=\"font-weight: 400\">\u00a0<\/span><\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-be5cce2 elementor-hidden-desktop elementor-hidden-tablet elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"be5cce2\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-top-column elementor-element elementor-element-8ccc8ae\" data-id=\"8ccc8ae\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-53ffdac elementor-widget elementor-widget-image\" data-id=\"53ffdac\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/elementor\/thumbs\/A-Capacity-Challenge-in-a-Competitive-Industry-qnrmhi0ct2vnggermysnifupahlp58sk5qhaqmtzj4.png\" title=\"\" alt=\"\" loading=\"lazy\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-66 elementor-top-column elementor-element elementor-element-fc0b304\" data-id=\"fc0b304\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-7793c3b elementor-widget elementor-widget-heading\" data-id=\"7793c3b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">04 Productivity: A Capacity Challenge in a Competitive Industry<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-7c8d2cd elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"7c8d2cd\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-top-column elementor-element elementor-element-15f9502 elementor-hidden-mobile\" data-id=\"15f9502\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-547b56c elementor-widget elementor-widget-image\" data-id=\"547b56c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"225\" height=\"232\" src=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/05\/A-Capacity-Challenge-in-a-Competitive-Industry.png\" class=\"attachment-large size-large wp-image-34547\" alt=\"\" srcset=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/05\/A-Capacity-Challenge-in-a-Competitive-Industry.png 225w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/05\/A-Capacity-Challenge-in-a-Competitive-Industry-12x12.png 12w\" sizes=\"(max-width: 225px) 100vw, 225px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-66 elementor-top-column elementor-element elementor-element-40a9401\" data-id=\"40a9401\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-2cfe99b elementor-hidden-mobile elementor-widget elementor-widget-heading\" data-id=\"2cfe99b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">04 Productivity: A Capacity Challenge in a Competitive Industry<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3d38d6c elementor-widget elementor-widget-text-editor\" data-id=\"3d38d6c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400\">As they face mounting fee pressure, new and evolving distribution channels, and the emergence of innovative products from fast-moving competitors, wealth management firms\u2019 ability to stay profitable depends more than ever on ensuring their teams\u2019 capacity to deliver superior, personalised services.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-d931e7e elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"d931e7e\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-2ea4e54\" data-id=\"2ea4e54\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-0045f54 elementor-widget elementor-widget-text-editor\" data-id=\"0045f54\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400\">Capgemini found that more than half of high net worth individuals factor in the availability of value-added services like inheritance planning when choosing a wealth manager. Less than half of the same individuals, however, were satisfied with their current relationship managers\u2019 abilities to deliver such services.\u00a0<\/span><\/p><p><span style=\"font-weight: 400\">Behind this mismatch, Capgemini identified disconcertingly poor relationship manager productivity. Relationship managers were found to be spending more than two-thirds of their time on non-core activities that do not generate revenue. Training, onboarding, and compliance were their biggest drags on productivity, taking their time and attention away from core activities like portfolio management and all-important client interactions.\u00a0<\/span><\/p><p><span style=\"font-weight: 400\" data-sider-select-id=\"d976f0fa-fd12-4ffa-b238-fd21f992bb36\">The results, according to Wealth Dynamics, are a tremendous amount of missed opportunities, with 42% of clients being contacted only once or twice a year. <a href=\"https:\/\/wealth-dynamix.com\/wp-content\/uploads\/2023\/01\/eBook-How-Hybrid-Servicing-Can-Transform-your-Wealth-Management-Firm.pdf\" data-sider-select-id=\"b7d618cf-c47a-4499-9002-fe82feea203f\" target=\"_blank\" rel=\"noopener\">Only 10% of wealth managers said they believed their customer relationship management or contract lifecycle management solutions were good enough to satisfy their growth objectives.<\/a><\/span><\/p><p><span style=\"font-weight: 400\" data-sider-select-id=\"a7048247-be0a-4a08-932f-022d8e346f8e\">Correspondingly, Salesforce and WealthManagement.com found improved productivity was one of the top two goals for 84% of surveyed wealth management firms with regards to evaluating technology needs and new investment areas. <a href=\"https:\/\/cet.informabi.com\/sites\/cetbi.com\/files\/Salesforce_ResearchReport_Dec2021_v2.pdf\" data-sider-select-id=\"bd84b17f-7088-479e-a343-299441c98ae6\" target=\"_blank\" rel=\"noopener\">62% highlighted an improved client experience and 34% indicated better profitability.<\/a><\/span><\/p><p><span style=\"font-weight: 400\">The Altoo Wealth Platform streamlines the process of formulating and visually communicating personalised, performance-maximising advice. Instead of manually navigating spreadsheets and creating reports, you can have all the data necessary to support your recommendations available in a few clicks, beautifully presented and easily understandable. Designed to be intuitive for all users, both advisors and clients, onboarding and setup typically take only a few weeks.\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-3812369 elementor-hidden-desktop elementor-hidden-tablet elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"3812369\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-b995cd1\" data-id=\"b995cd1\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-1706392 elementor-widget elementor-widget-html\" data-id=\"1706392\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<table>\n  <tr>\n    <td rowspan=\"4\" style=\"width: 50%\" class=\"head\">Altoo Value-Adds<\/td>\n    <td>Automated data aggregation<\/td>\n  <\/tr>\n  <tr>\n    <td>Automated data analysis<\/td>\n  <\/tr>\n  <tr>\n    <td>Automated data visualisation<\/td>\n  <\/tr>\n  <tr>\n    <td>Optimised operations<\/td>\n  <\/tr>\n  <tr>\n    <td class=\"head\">Benefits for Wealth Managers<\/td>\n    <td><p><b>PERSONALISED, PERFORMANCE<\/b>-maximising insights\n<\/p>\n<ul>\n<li>Enabled<\/li>\n\n<li>Discovered<\/li> \n\n<li>Communicated with <b>PERSPECTIVE<\/b><\/li>\n<li>Prioritised<\/li>\n\n<\/ul>\n<\/td>\n  <\/tr>\n  <tr>\n    <td style=\"font-weight: bold\">&nbsp;<\/td>\n    <td style=\"text-align: center\"><img decoding=\"async\" src=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2024\/05\/down-arrow-new.png\" alt=\"\" \/><\/td>\n  <\/tr>\n  <tr>\n    <td style=\"font-weight: bold\">&nbsp;<\/td>\n    <td style=\"font-weight: bold\">PRODUCTIVITY<\/td>\n  <\/tr>\n  \n<\/table>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-3fc306b elementor-hidden-mobile elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"3fc306b\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-559827c\" data-id=\"559827c\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-16c3768 elementor-widget elementor-widget-html\" data-id=\"16c3768\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<table>\n  <tr>\n    <th style=\"width: 50%\" class=\"head\">Altoo Value-Adds<\/th>\n    <th>Benefits for Wealth Managers<\/th>\n  <\/tr>\n  <tr>\n    <td>Automated data aggregation<\/td>\n    <td rowspan=\"4\"><p><b>PERSONALISED, PERFORMANCE<\/b>-maximising insights\n<\/p>\n<ul>\n<li>Enabled<\/li>\n\n<li>Discovered<\/li> \n\n<li>Communicated with <b>PERSPECTIVE<\/b><\/li>\n<li>Prioritised<\/li>\n\n<\/ul><\/td>\n  <\/tr>\n  <tr>\n    <td>Automated data analysis\n<\/td>\n  <\/tr>\n  <tr>\n    <td>Automated data visualisation\n<\/td>\n  <\/tr>\n  <tr>\n    <td>Optimised operations\n<\/td>\n  <\/tr>\n  <tr>\n    <td>&nbsp;<\/td>\n    <td style=\"font-weight: bold;font-size: 30px\"><img decoding=\"async\" src=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2024\/05\/down-arrow-new.png\" alt=\"\" \/><\/td>\n  <\/tr>\n  <tr>\n    <td style=\"font-weight: bold\">&nbsp;<\/td>\n    <td style=\"font-weight: bold\">PRODUCTIVITY<\/td>\n  <\/tr>\n<\/table>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-41fcb7c elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"41fcb7c\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-a7439b2\" data-id=\"a7439b2\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-4142cb3 elementor-widget elementor-widget-text-editor\" data-id=\"4142cb3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400\">All three of wealth managers\u2019 top reasons to digitalise as identified by Salesforce \u2013 improved productivity, client experience, and profitability \u2013 are in fact different sides of the same tech-enabled scalability coin. Heightened productivity stems from dedicating more time to personally adding value for clients. This value comes in the form of tailored, data-driven advice to maximise performance that is aligned with their personal goals and contextualised within their overall financial lives. The extent to which your firm delivers this value, likely by incorporating an element of wealth orchestration into your offerings, becomes the decisive factor in achieving profitable scalability. We look forward to helping you make the most of this opportunity. <\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-7585f8a elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"7585f8a\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-7ecc82d\" data-id=\"7ecc82d\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-86adcd1 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"86adcd1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-a9c11ef single-post-we-missed elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"a9c11ef\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-24c2035\" data-id=\"24c2035\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-e1afcad elementor-widget elementor-widget-text-editor\" data-id=\"e1afcad\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h4><b>We think you might like<\/b><\/h4>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d98c1a3 elementor-grid-3 elementor-grid-tablet-2 elementor-grid-mobile-1 elementor-widget elementor-widget-loop-grid\" data-id=\"d98c1a3\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;template_id&quot;:&quot;6906&quot;,&quot;_skin&quot;:&quot;post&quot;,&quot;columns&quot;:&quot;3&quot;,&quot;columns_tablet&quot;:&quot;2&quot;,&quot;columns_mobile&quot;:&quot;1&quot;,&quot;edit_handle_selector&quot;:&quot;[data-elementor-type=\\&quot;loop-item\\&quot;]&quot;,&quot;row_gap&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;row_gap_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;row_gap_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]}}\" data-widget_type=\"loop-grid.post\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-loop-container elementor-grid\" role=\"list\">\n\t\t<style id=\"loop-6906\">.elementor-6906 .elementor-element.elementor-element-919a49c{margin-top:0px;margin-bottom:30px;padding:0px 0px 0px 0px;}.elementor-6906 .elementor-element.elementor-element-8e33a7a > .elementor-widget-wrap > .elementor-widget:not(.elementor-widget__width-auto):not(.elementor-widget__width-initial):not(:last-child):not(.elementor-absolute){margin-block-end:15px;}.elementor-widget-post-info .elementor-icon-list-item:not(:last-child):after{border-color:var( --e-global-color-text );}.elementor-widget-post-info .elementor-icon-list-icon i{color:var( --e-global-color-primary );}.elementor-widget-post-info .elementor-icon-list-icon svg{fill:var( --e-global-color-primary );}.elementor-widget-post-info .elementor-icon-list-text, .elementor-widget-post-info .elementor-icon-list-text a{color:var( --e-global-color-secondary );}.elementor-widget-post-info .elementor-icon-list-item{font-family:var( --e-global-typography-text-font-family ), Sans-serif;font-size:var( --e-global-typography-text-font-size );}.elementor-6906 .elementor-element.elementor-element-466764e .elementor-icon-list-icon i{color:#ADADAD;font-size:12px;}.elementor-6906 .elementor-element.elementor-element-466764e .elementor-icon-list-icon svg{fill:#ADADAD;--e-icon-list-icon-size:12px;}.elementor-6906 .elementor-element.elementor-element-466764e .elementor-icon-list-icon{width:12px;}.elementor-6906 .elementor-element.elementor-element-466764e .elementor-icon-list-text, .elementor-6906 .elementor-element.elementor-element-466764e .elementor-icon-list-text a{color:#ADADAD;}.elementor-6906 .elementor-element.elementor-element-466764e .elementor-icon-list-item{font-family:\"Freight Sans Pro Medium\", Sans-serif;font-size:14px;}.elementor-6906 .elementor-element.elementor-element-466764e > .elementor-widget-container{margin:0px 0px 0px 0px;padding:0px 0px 0px 0px;}.elementor-widget-theme-post-title .elementor-heading-title{font-family:var( --e-global-typography-primary-font-family ), Sans-serif;font-weight:var( --e-global-typography-primary-font-weight );color:var( --e-global-color-primary );}.elementor-6906 .elementor-element.elementor-element-0648dc6 .elementor-heading-title{font-family:\"SangBleu Sunrise\", Sans-serif;font-size:18px;font-weight:bold;color:#47436F;}.elementor-6906 .elementor-element.elementor-element-0648dc6 > .elementor-widget-container{margin:-12px 0px 0px 0px;padding:0px 0px 0px 0px;}.elementor-widget-theme-post-featured-image .widget-image-caption{color:var( --e-global-color-text );font-family:var( --e-global-typography-text-font-family ), Sans-serif;font-size:var( --e-global-typography-text-font-size );}.elementor-widget-theme-post-excerpt .elementor-widget-container{font-family:var( --e-global-typography-text-font-family ), Sans-serif;font-size:var( --e-global-typography-text-font-size );color:var( --e-global-color-text );}.elementor-6906 .elementor-element.elementor-element-89d0997 .elementor-widget-container{font-family:\"Freight Sans Pro Medium\", Sans-serif;font-size:17px;line-height:22px;color:#0F0B30;}.elementor-widget-button .elementor-button{font-family:var( --e-global-typography-accent-font-family ), Sans-serif;font-weight:var( --e-global-typography-accent-font-weight );background-color:var( --e-global-color-accent );}.elementor-6906 .elementor-element.elementor-element-ad1992f .elementor-button{fill:#000000;color:#000000;background-color:#FFFFFF00;border-style:none;padding:0px 0px 0px 0px;}@media(max-width:1024px){.elementor-widget-post-info .elementor-icon-list-item{font-size:var( --e-global-typography-text-font-size );}.elementor-6906 .elementor-element.elementor-element-466764e .elementor-icon-list-item{font-size:17px;}.elementor-widget-theme-post-featured-image .widget-image-caption{font-size:var( --e-global-typography-text-font-size );}.elementor-widget-theme-post-excerpt .elementor-widget-container{font-size:var( --e-global-typography-text-font-size );}.elementor-6906 .elementor-element.elementor-element-89d0997 .elementor-widget-container{font-size:17px;}}@media(max-width:767px){.elementor-6906 .elementor-element.elementor-element-919a49c{padding:0px 0px 0px 0px;}.elementor-widget-post-info .elementor-icon-list-item{font-size:var( --e-global-typography-text-font-size );}.elementor-6906 .elementor-element.elementor-element-466764e .elementor-icon-list-item{font-size:16px;}.elementor-widget-theme-post-featured-image .widget-image-caption{font-size:var( --e-global-typography-text-font-size );}.elementor-widget-theme-post-excerpt .elementor-widget-container{font-size:var( --e-global-typography-text-font-size );}.elementor-6906 .elementor-element.elementor-element-89d0997 .elementor-widget-container{font-size:16px;}}<\/style>\t\t<div data-elementor-type=\"loop-item\" data-elementor-id=\"6906\" class=\"elementor elementor-6906 e-loop-item e-loop-item-42231 post-42231 post type-post status-publish format-standard has-post-thumbnail hentry category-all-insights category-digital-wealth-management category-explore-by-entity category-multi-family-office category-single-family-office tag-template-3 tag-wealth-reporting\" data-elementor-post-type=\"elementor_library\" data-custom-edit-handle=\"1\">\n\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-919a49c new-post elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"919a49c\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-8e33a7a\" data-id=\"8e33a7a\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-466764e elementor-hidden-desktop elementor-hidden-tablet elementor-hidden-mobile elementor-widget elementor-widget-post-info\" data-id=\"466764e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"post-info.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items elementor-post-info\">\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item elementor-repeater-item-cc5618b\" itemprop=\"datePublished\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text elementor-post-info__item elementor-post-info__item--type-date\">\n\t\t\t\t\t\t\t\t\t\t<time>M\u00e4rz 10, 2026<\/time>\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0648dc6 titleColor elementor-widget elementor-widget-theme-post-title elementor-page-title elementor-widget-heading\" data-id=\"0648dc6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"theme-post-title.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-medium\"><a href=\"https:\/\/altoo.io\/de\/tax-loss-harvesting-why-family-offices-should-look-for-opportunities-early-and-often\/\">Tax Loss Harvesting: Why Family Offices Should Look for Opportunities Early and Often<\/a><\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-978fdb2 elementor-widget elementor-widget-theme-post-featured-image elementor-widget-image\" data-id=\"978fdb2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"theme-post-featured-image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/altoo.io\/de\/tax-loss-harvesting-why-family-offices-should-look-for-opportunities-early-and-often\/\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"627\" src=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/02\/Tax-Loss.jpg\" class=\"attachment-full size-full wp-image-42232\" alt=\"\" srcset=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/02\/Tax-Loss.jpg 1200w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/02\/Tax-Loss-300x157.jpg 300w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/02\/Tax-Loss-1024x535.jpg 1024w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/02\/Tax-Loss-768x401.jpg 768w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/02\/Tax-Loss-18x9.jpg 18w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/02\/Tax-Loss-600x314.jpg 600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-89d0997 elementor-widget elementor-widget-theme-post-excerpt\" data-id=\"89d0997\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"theme-post-excerpt.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\tCapital gains taxes are assessed on a yearly basis. Investment losses can be \u201charvested\u201d to offset gains, but markets do not organise themselves around calendar-year planning. Losses appear and disappear throughout the year as volatility creates opportunities that disappear long before a year-end review begins. Purpose-built technology enables what manual year-end processes cannot: continuous monitoring that captures opportunities as they emerge.\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ad1992f elementor-align-right post-read elementor-widget elementor-widget-button\" data-id=\"ad1992f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/altoo.io\/de\/tax-loss-harvesting-why-family-offices-should-look-for-opportunities-early-and-often\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Read More \u00bb<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t\t\t<div data-elementor-type=\"loop-item\" data-elementor-id=\"6906\" class=\"elementor elementor-6906 e-loop-item e-loop-item-42158 post-42158 post type-post status-publish format-standard has-post-thumbnail hentry category-all-insights category-digital-wealth-management category-wealth-management tag-family-office-strategy tag-template-3\" data-elementor-post-type=\"elementor_library\" data-custom-edit-handle=\"1\">\n\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-919a49c new-post elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"919a49c\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-8e33a7a\" data-id=\"8e33a7a\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-466764e elementor-hidden-desktop elementor-hidden-tablet elementor-hidden-mobile elementor-widget elementor-widget-post-info\" data-id=\"466764e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"post-info.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items elementor-post-info\">\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item elementor-repeater-item-cc5618b\" itemprop=\"datePublished\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text elementor-post-info__item elementor-post-info__item--type-date\">\n\t\t\t\t\t\t\t\t\t\t<time>Februar 24, 2026<\/time>\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0648dc6 titleColor elementor-widget elementor-widget-theme-post-title elementor-page-title elementor-widget-heading\" data-id=\"0648dc6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"theme-post-title.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-medium\"><a href=\"https:\/\/altoo.io\/de\/the-discipline-gap-why-family-office-portfolios-drift-from-strategy\/\">The Discipline Gap: Why Family Office Portfolios Drift from Strategy<\/a><\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-978fdb2 elementor-widget elementor-widget-theme-post-featured-image elementor-widget-image\" data-id=\"978fdb2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"theme-post-featured-image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/altoo.io\/de\/the-discipline-gap-why-family-office-portfolios-drift-from-strategy\/\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"627\" src=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/01\/reblancing.jpg\" class=\"attachment-full size-full wp-image-42159\" alt=\"\" srcset=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/01\/reblancing.jpg 1200w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/01\/reblancing-300x157.jpg 300w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/01\/reblancing-1024x535.jpg 1024w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/01\/reblancing-768x401.jpg 768w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/01\/reblancing-18x9.jpg 18w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/01\/reblancing-600x314.jpg 600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-89d0997 elementor-widget elementor-widget-theme-post-excerpt\" data-id=\"89d0997\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"theme-post-excerpt.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\tEvery family office has target allocations. Not every family office maintains them systematically. Between quarterly reviews, portfolios may wander from strategic intentions as markets move and emotions interfere. What began as a deliberate strategy becomes accidental market timing. Thanks to technology, institutional investors and a growing number of family offices solve this challenge through systematic rebalancing discipline: automated threshold-based triggers that remove discretion from the process.\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ad1992f elementor-align-right post-read elementor-widget elementor-widget-button\" data-id=\"ad1992f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/altoo.io\/de\/the-discipline-gap-why-family-office-portfolios-drift-from-strategy\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Read More \u00bb<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t\t\t<div data-elementor-type=\"loop-item\" data-elementor-id=\"6906\" class=\"elementor elementor-6906 e-loop-item e-loop-item-40711 post-40711 post type-post status-publish format-standard has-post-thumbnail hentry category-all-insights category-beyond-wealth category-digital-wealth-management category-explore-by-entity category-fintech category-single-family-office category-technology tag-template-3 tag-wealthtech-innovation\" data-elementor-post-type=\"elementor_library\" data-custom-edit-handle=\"1\">\n\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-919a49c new-post elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"919a49c\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-8e33a7a\" data-id=\"8e33a7a\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-466764e elementor-hidden-desktop elementor-hidden-tablet elementor-hidden-mobile elementor-widget elementor-widget-post-info\" data-id=\"466764e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"post-info.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items elementor-post-info\">\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item elementor-repeater-item-cc5618b\" itemprop=\"datePublished\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text elementor-post-info__item elementor-post-info__item--type-date\">\n\t\t\t\t\t\t\t\t\t\t<time>Januar 4, 2026<\/time>\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0648dc6 titleColor elementor-widget elementor-widget-theme-post-title elementor-page-title elementor-widget-heading\" data-id=\"0648dc6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"theme-post-title.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-medium\"><a href=\"https:\/\/altoo.io\/de\/where-a-wealth-fintech-calls-home-why-it-matters-for-uhnwis\/\">Where a Wealth Fintech Calls Home: Why It Matters for UHNWIs<\/a><\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-978fdb2 elementor-widget elementor-widget-theme-post-featured-image elementor-widget-image\" data-id=\"978fdb2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"theme-post-featured-image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/altoo.io\/de\/where-a-wealth-fintech-calls-home-why-it-matters-for-uhnwis\/\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"627\" src=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/05\/swiss-fintech.jpg\" class=\"attachment-full size-full wp-image-40712\" alt=\"\" srcset=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/05\/swiss-fintech.jpg 1200w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/05\/swiss-fintech-300x157.jpg 300w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/05\/swiss-fintech-1024x535.jpg 1024w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/05\/swiss-fintech-768x401.jpg 768w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/05\/swiss-fintech-18x9.jpg 18w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/05\/swiss-fintech-600x314.jpg 600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-89d0997 elementor-widget elementor-widget-theme-post-excerpt\" data-id=\"89d0997\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"theme-post-excerpt.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\tFor UHNWIs, selecting the right financial technology company \u2014 or fintech for short \u2014 is a high-stakes decision. Different types of fintechs serve different purposes, but one supporting wealth management demands extra scrutiny: It handles a wide variety of a wealth owner\u2019s most sensitive data. The country where such a fintech company operates is a key factor in how this data is protected \u2014 and should be a key factor in the decision to work with this company.\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ad1992f elementor-align-right post-read elementor-widget elementor-widget-button\" data-id=\"ad1992f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/altoo.io\/de\/where-a-wealth-fintech-calls-home-why-it-matters-for-uhnwis\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Read More \u00bb<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Wie in jedem Dienstleistungsunternehmen geht es auch in der Verm\u00f6gensverwaltung darum, mehr Kunden zu gewinnen und zu halten. Sie k\u00f6nnen neue Kunden gewinnen, aber diese und andere werden Sie schnell wieder verlassen, wenn die Qualit\u00e4t Ihrer Dienstleistungen darunter leidet. Um die Qualit\u00e4t auch bei einem wachsenden Kundenstamm aufrechtzuerhalten, ist es wichtig zu verstehen, welche entscheidende Rolle die Technologie nicht nur f\u00fcr die Erwartungen Ihrer Kunden, sondern auch f\u00fcr Ihre F\u00e4higkeit, diese Erwartungen zu erf\u00fcllen, spielt.<\/p>","protected":false},"author":13,"featured_media":34510,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"cybocfi_hide_featured_image":"","two_page_speed":[],"footnotes":""},"categories":[184,1037,39],"tags":[1032,1099,1050],"class_list":["post-34509","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-all-insights","category-digital-wealth-management","category-technology","tag-template-3","tag-wealthtech-innovation","tag-wealth-managers"],"_links":{"self":[{"href":"https:\/\/altoo.io\/de\/wp-json\/wp\/v2\/posts\/34509","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/altoo.io\/de\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/altoo.io\/de\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/altoo.io\/de\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/altoo.io\/de\/wp-json\/wp\/v2\/comments?post=34509"}],"version-history":[{"count":51,"href":"https:\/\/altoo.io\/de\/wp-json\/wp\/v2\/posts\/34509\/revisions"}],"predecessor-version":[{"id":40304,"href":"https:\/\/altoo.io\/de\/wp-json\/wp\/v2\/posts\/34509\/revisions\/40304"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/altoo.io\/de\/wp-json\/wp\/v2\/media\/34510"}],"wp:attachment":[{"href":"https:\/\/altoo.io\/de\/wp-json\/wp\/v2\/media?parent=34509"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/altoo.io\/de\/wp-json\/wp\/v2\/categories?post=34509"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/altoo.io\/de\/wp-json\/wp\/v2\/tags?post=34509"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}