Altoo is pleased welcome two new partners: IFS Independent Financial Services AG and Rahn+Bodmer Co., Zurich’s oldest private bank.
IFS Independent Financial Services AG, based in Zurich and Lucerne, has decided to offer the Altoo Wealth Platform as an additional service to their clients. Markus Beck, CEO, comments: “We have been looking at several providers for wealth consolidation and Altoo has convinced us, especially with their unique user experience, speaking exactly the language of our clients. Altoo enables us to fill the last gap in our offering for our valued customers”.
In addition, Zurich’s oldest private bank Rahn+Bodmer Co., has onboarded Altoo as an approved service provider for their Investment Office Service, tailored to provide holistic wealth advice for entrepreneurs. Asset consolidation and investment controlling with the technology of Altoo will be an integral part of this new offering.
The new partners are confirming that the Altoo Wealth Platform enables Multi Family Offices and Private Banks not only to service their existing clientele with a new client experience, but also creates opportunities for winning new clients by providing the most modern tools to manage complex wealth.
