Simplify Complex Wealth Management: Explore Altoo's Premium Features. Preview Altoo Wealth Platform.
With volatile market conditions, such as the ones we encounter at the moment, it is important to be able to constantly track your strategic asset allocation (SAA). The Altoo Wealth Platform now includes an asset allocation report, which shows you in detail how your asset allocation has evolved over time. It also enables you to track your SAA for your total wealth, on individual portfolios, or for specific legal entities. If any asset allocation breaches have occurred based on your defined target ranges, you will receive an alert.
Altoo: Secure Swiss Professional for Consolidated Assets and Document Management. Platform Preview.
