By Ian Keates
CEO Altoo AG
In 2024 at Altoo we continued to live up to our promise of delivering “Simplicity for Complex Wealth.” Through continuous innovation and a commitment to exceptional client service, we achieved significant milestones that have further strengthened the Altoo Wealth Platform and our role as a trusted technology partner for wealthy individuals, family offices, and financial professionals worldwide.
Forbes Again
For the fifth consecutive year, we were honored to be featured in the 2024 Family Office Software Roundup by Forbes Magazine, reaffirming our leadership position in the wealthtech industry. This recognition highlights Altoo’s unwavering focus on developing cutting-edge solutions and continuously enhancing the platform to meet the evolving demands of individuals and family offices managing complex, multi-asset portfolios. Being acknowledged once again demonstrates that progress and client-centricity remain at the core of everything we do.
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Empowering Mobility
This year, we proudly launched a market leading new Altoo mobile application, enabling our clients to seamlessly oversee their wealth anytime, anywhere. Designed with an intuitive and streamlined interface, the enhanced app mirrors our desktop experience and now empowers users to make informed financial decisions on the go. Whether tracking portfolio performance, reviewing consolidated reports, or visualizing asset details, the Altoo mobile experience sets a new standard in digital wealth management.
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Optimizing Dividend Cash Flows
We introduced a groundbreaking feature to optimize cash flow forecasting for our clients. Automated Dividend Forecasting seamlessly predicts upcoming dividend payments for shares and bonds held in a client’s portfolio. By enabling automated tracking and accurate cash flow projections, it provides clients with the clarity and control needed to optimize liquidity planning and future investment decisions. It’s yet another example of how Altoo combines technology and precision to simplify wealth management.
Contributing to Industry Insights
As leaders in wealthtech, we recognize the importance of fostering meaningful discussions on digital transformation in wealth management. This year, we contributed thought leadership across the industry spectrum, but especially when exploring the challenges of using spreadsheets versus modern wealth management platforms. In our publication, “Pros and Cons of Wealth Management Platforms vs. Excel Spreadsheets,” we outlined the advantages of transitioning to purpose-built solutions for managing complex portfolios. This initiative reflects our mission to support family offices and investors in adopting more effective tools for managing their wealth.
Engaging with Clients Across Europe
In 2024, we were thrilled to connect with many of you at key industry events across the UK, Switzerland, Italy, and the Netherlands. These events allowed us to engage directly with both new and existing clients, gaining invaluable insights into their needs and goals. Building relationships and sharing our vision for the future of wealth management remains an essential part of what we do.
Thank you
None of this success would be possible without the trust and partnership of our clients. Your feedback, support, and collaboration continue to guide our efforts and inspire us to deliver. We are incredibly grateful for the relationships we have built and look forward to continuing to provide you with a seamless, industry-leading experience in 2025 and beyond.
Our gratitude also goes to the entire Altoo team – the brilliant minds behind the Altoo Wealth Platform. Their dedication, creativity, and drive to push boundaries have been instrumental in achieving this year’s successes.
Whether you are a current client or considering becoming one, we invite you to visit us, explore the latest enhancements to our platform, and share a conversation about how Altoo can play a key role in your personal wealth management journey.
Thank you for being part of our 2024 journey. Together, we will make 2025 another year of success, innovation, and shared accomplishments.
Warm regards,
Ian Keates, CEO
Altoo AG
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