Multi Family Office

Creating efficient operating models with streamlined technology

The Altoo Wealth Platform was created to satisfy the unique needs of multi family offices managing the expectations of sophisticated, multi-generational families, where each stakeholder may have vastly different preferences.

Our technology enables the multi-family offices to efficiently serve multi-generational clients, helps them aggregate data from multiple sources and offer on-demand information with complete security.

Given the complex nature of the investment profile of wealthy families, which include an increasing percentage of real estate, direct private equity and hedge fund assets, multi-family offices are under pressure to adopt an operating model with streamlined technology and processes. By partnering with Altoo, they will everage best-in-class technology platform to efficiently and accurately deliver superior results to their clients over the long term.

Our company has been named among Forbes’ top providers of Family Office Management software for three years running. Rooted in the Swiss banking tradition, Altoo does the heavy lifting for single and multi-family offices when it comes to wealth data consolidation and management, freeing up resources and helping to make strategic decisions based on real-time reporting.

Data from a Single Source

The client structure of the multi-family offices is quite complex and it can be overwhelming to keep track of the multitude of relationships that span multiple generations. To address this, we offer a range of data aggregation solutions so that the dedicated family office can benefit from a single source of data. The result is an advanced management system with integrated reporting, powerful analytics and dashboards that provide a complete view of the managed wealth.

Easy Collaboration

Working with family office clients in Switzerland and abroad, Altoo has seen first-hand the reasons for using partnership structures and has developed solutions to the challenges they present.
Our Collaboration tool allows you to create a closed user ecosystem to securely share messages and documents within your network. Furthermore, the family office can gradually involve further family members on the platform and prepare a smooth transition of assets if needed.

Accesible anytime and anywhere

Built for your convenience and ease of use, our mobile app provides access to the chosen parts of wealth, secure communication with your network and investment monitoring alerts.

Take a look at some of the benefits of the Altoo Wealth Platform for Multi Family Office

A secure digital home for all your wealth, providing a holistic view of all your assets on an intuitive and easy-to-use dashboard.
Real-time transparency of all assets, with on-demand access to bankable and non-bankable assets, including alternative investments such as NFTs and cryptocurrencies.
Zero lead time for digital reporting.
Automated asset reporting solutions and consolidated reporting enhance collaboration with your family office team and multiple stakeholders.
Provides a better understanding of the role and performance of each asset within your entire investment ecosystem with intelligent portfolio data.
Enhanced security, including three-factor authentication, ensures a secure home for easy tracking of your assets.
Secure and intuitive document storage and sharing, including secure collaboration with external stakeholders.
Takes the guesswork out of financial planning – make more accurate financial decisions based on real-time insights.
Consolidated data helps streamline succession planning.
Reduced the risk of losing important documents and sensitive data.
Secure, remote system access.

Dedicated Client Service

In addition to the tangible benefits (such as centralisation of the family office’s overall financial position, reduction of inaccurate manual rocesses and automated reporting capabilities), our clients tell us that they value the peace of mind that comes from working with us. Our approach is proactive and personal. Every client relationship has a dedicated Curator to help you make the most of our technology solutions.

In need of more information? Continue exploring below.

Your Frequently Asked Questions about wealth management technology answered.

Why there is a need for a wealth management technology platform?

As with any business, there is a demand for greater transparency and an increasing expectation for better real-time data to enable faster decision making. Meeting the need for improved reporting requires significant resources, and family offices are discovering that new technology can help free up staff to focus on activities that deliver long-term strategy.

The cost and difficulty of integrating wealth management technology has traditionally made family offices reluctant to invest in technology.
With Altoo, the family office can now easily and securely consolidate all the assets it manages, anytime, anywhere. This allows them to build better relationships with their clients.

What are the benefits of choosing the Altoo Wealth Management Platform?

When you choose our platform, you get five distinctive advantages over other solutions.

Collaboration: The platform provides the capability to share access with stakeholders who work for wealth owners. This can improve collaboration, transparency, and efficiency.
Security: The platform uses advanced security measures to protect the sensitive financial data of our clients.
Ease of use: The platform focuses on providing a user-friendly interface that makes it easy for our clients to manage and understand their assets.
Insights and Analysis: We provide tools for analysis and insights that can help our clients make informed decisions about their investments.

Will the Altoo Wealth Management Platform take over the work of the multi family office?

Our company is complementary to such businesses. We are helping them to work closely with their clients in a more transparent and trusting relationship which both parties find beneficial.

Can you give me an example of how Altoo solved a client’s challenge and became a useful technology partner?

Our clients are looking for a wealth technology solution that consolidates all managed portfolios and delivers innovative client services. They are also looking for advanced and intuitive client-facing technology for improved reporting and communication.

What Altoo will deliver is Simplicity for Complex Wealth in the form of:

Consolidated reporting automatically for any period required,
An easy to use and secure client portal with client access to reports,
Elimination of the insecure use of email and spreadsheets with clients and third parties.