By Ian Keates
CEO Altoo AG
As 2025 comes to a close, we want to extend our heartfelt thanks for your continued trust and collaboration. This has been a year of strong growth for Altoo – growth fueled by your insights, the partnership we share, and our collective commitment to delivering Simplicity for Complex Wealth.
Much of what we achieved this year focused on strengthening the foundations of the platform while delivering sharper intelligence, deeper transparency, and greater mobility – ensuring Altoo remains the trusted source of truth for your global wealth.
Sharper Metrics and Deeper Insight
We expanded the analytical intelligence of the platform to help you make more informed decisions with confidence. Our new capabilities include:
- Sharpe and Sortino ratios for risk-adjusted performance analysis
- Performance including and excluding FX impact
- Management Expense Ratio (MER) reporting
- Improved fee transparency and automated fee detection
Together, these metrics provide a more complete and comparable picture of your wealth and your portfolio management costs.
Clearer Categorisation for Better Governance
To help you see the big picture even more clearly, we introduced new ways to structure and analyse your wealth:
- Customisable custodian categorisation
- Counterparty grouping to illuminate exposure
- Portfolio mandates for strategy-level comparisons
These capabilities make it easier to manage risks across institutions, counterparties, and strategies – and to maintain strong governance.
Insightful New Reporting Views
Adding metrics is one thing; turning them into intuitive insight is another. This year we introduced several new visual and analytical views to help you better understand your wealth:
- Interval-based charting for resilience and time-period analysis
- Trade visualisations on Profit and Loss charts to provide better understanding of the timing and impact of trades
- New Visual Wealth Structure Report that enables you to navigate even for the most complex structures, entities, holdings, and relationships at a glance.
These additions bring clarity to complexity and transform your data into actionable intelligence.
Powerful Mobile Upgrades
Following last year’s redesign, 2025 was the year we put much more of Altoo’s intelligence and clarity directly into your pocket. Mobile now includes:
- Full visibility of all transactions
- Deeper Private Equity analytics, including TVPI, IRR and capital commitments
- Enhanced Item Details and relationship insights
- Value Masking for privacy in public environments
- Enhanced privacy options and biometric security
Now wherever you go, the full power of the platform and the security you need can go with you.
More Data, Smarter Data Handling
We made substantial improvements to data ingestion, banking connectivity, and reconciliation. One of the most visible benefits is fund-look-through – extracting the underlying constituents of all publicly traded funds and ETFs, giving you true transparency into exposures across currencies, sectors, regions, and asset classes. We also introduced a significantly enhanced Data Export function, making it easier to perform external checks, collaborate with partners, or support audit and tax workflows.
New Monitoring and Automation
Your feedback continues to be our most valuable source of innovation and our conversations with you this year led to valuable new monitoring tools designed to save you significant effort:
- Automated Management Expense Ratio (MER) monitoring
- Automated fee and income alerts
These features reduce repetitive manual checks and help you stay ahead of potential issues before they arise.
Staying Ahead of the Technology Curve
A great deal of our progress this year took place behind the scenes. We significantly upgraded our underlying infrastructure, data services, and security layers to support the innovations planned for the years ahead. These enhancements ensure you benefit from faster performance, greater resilience, enhanced data connectivity, and the world-class security you expect from Altoo. While not always immediately visible, this work puts us in a strong position for the future.
Growing Together
We’re grateful to see so many of you recommending Altoo within your networks. To support this, we introduced a secure and easy-to-use demo platform, allowing you to showcase Altoo without revealing personal financial information. Simply contact us to get the demo account activated and start showing Altoo to your peers.
Thank you
Everything we accomplished this year is thanks to your engagement and partnership.
Your guidance helps shape the platform, and your support motivates our team to continuously push boundaries – bringing more clarity, transparency, and precision to the world of wealth management.
We are equally grateful to the entire Altoo team, whose dedication and innovation continue to drive the platform forward. Thank you for being part of our 2025 journey.
We look forward to an exciting 2026 and to delivering even more simplicity and intelligence along the way.
Warm regards,
Ian Keates, CEO
Altoo AG
