Data protection and data security are important to Altoo AG (“ALTOO”; “we”). We process your personal data responsibly, in compliance with applicable laws and in accordance with our privacy policy.
This privacy notice tells you how we collect and process personal data when you visit our website at https://altoo.io (“Website”) or social media pages, contact us or use our services.
If you have any questions about our cookie policy, it is available at https://altoo.io/cookie-policy/ .
ALTOO is responsible for the data processing described in this privacy policy.
If you have any questions or would like to exercise your data protection rights, please contact us at dataprotection@altoo.io or write to:
Altoo AG
Attn: Data Protection Responsible
Zugerstrasse 77
6340 Baar
Switzerland
Phone +41 58 502 25 25.
We collect the information you provide to us as follows:
This includes general personal data, such as name and contact details, and if applicable, details of your position or role with the organisation on whose behalf you are contacting us.
We also process personal data that we receive from third parties. This regularly includes personal data that we receive in correspondence or in meetings with clients business partners, e.g. your name and details of your activity as an employee of the customer or business partner.
To the extent necessary to achieve the purposes described in this privacy policy, we also collect general personal data from publicly accessible registers, websites or platforms (e.g. to verify your signature authorization) or by obtaining information from third parties (e.g. for reference purposes in the application process, if you consent to this).
You can find out about ALTOO and our range of services on the website without telling us who you are. As with any connection to a web server, the server on which we have the website and online platform provided automatically logs and stores certain technical data for a short period of time. This includes the IP address and operating system of your device, the date and time of use and the type of browser you use to access the website or online platform.
We operate The Altoo Wealth Platform (“Online Platform”). When you register as a user on the Online Platform, we collect the information you provide to us. This includes general personal data such as name and contact details as well as personal information that you or other users enter, upload, generate, store and process when using the Online Platform. The respective customer is responsible for the processing of personal data using the online platform and during its operation. We are the order processor of the customer. If you have any questions, please contact the customer who provides you with access to the online platform.
We use web analysis services (currently WordPress, Mailchimp, Google, LinkedIn, Facebook, Twitter) to evaluate the use of the website and to obtain information for its optimization. The web analysis services we use collect and store user data using cookies. Before they are transmitted to a server outside Switzerland/EU/EEA, the requesting IP addresses are shortened. We therefore do not transmit any personal data to the providers of the web analytics services abroad.
We integrate resources from external servers on our website. These contain visible content (videos, images).
When you access these resources, the operator of the external servers learns your IP address and/or certain marginal data that are necessary for the use of the external operator’s servers.
Further information can be found in our cookie policy.
We use cookies, tags and similar technologies on the Website to provide you with the best possible user experience and to help us improve the Website. Cookies are text files that are downloaded to your computer or mobile device when you visit a website or use an app.
Some of the cookies we use are necessary to provide certain features of the website. In addition, we use cookies to analyze the use of the website and to obtain information to optimize the website. You can learn more about our use of cookies by using the Cookie Preferences tool implemented on the website. In addition, we refer to our transparency statement on the integration of third-party services.
You can instruct your browser not to accept cookies or to prompt you each time before a cookie is set. You can also delete cookies on your device by using the appropriate function of your browser. In addition, you have the option of informing us of your preferences regarding the acceptance of cookies via the cookie preferences tool used on the website.
On our social media pages you will find posts about current developments at ALTOO as well as our range of services. The social media providers collect and analyze usage data such as the number of visitors and demographic information about the visitors to our company pages.
We receive evaluations from the providers of the social media based on this. These only contain aggregated or otherwise sufficiently anonymised data. Only the respective provider can identify you based on the usage data collected. Therefore, please observe the data protection information of the respective provider.
When you sign up for our newsletter, we collect the information you provide to us. This includes general personal data such as first name, last name and email address. We use analytics services to measure and analyze the use of our newsletter. The analysis services collect and analyse usage data such as the number of newsletter recipients who have opened the newsletter or clicked on certain articles. We receive evaluations based on this data. These allow us to optimize our newsletter and provide you with content that interests you.
You can also inform us at any time that you would like to stop receiving our newsletter in the future. Please use the unsubscribe link at the end of the newsletter. If you click on this, we will no longer measure and analyse your use of the newsletter in the future.
We process your personal data primarily to inform you about our range of services and to provide, document and invoice our services in accordance with our contractual and legal obligations.
We also process your personal data for the following purposes:
We or third parties (e.g. our customers) have a legitimate interest in processing your personal data for the purposes stated. Some processing is also necessary so that we can fulfil our contractual obligations towards you or our legal obligations (e.g. storage obligations). On this basis, we process your personal data if and to the extent that the applicable data protection law requires a legal basis or justification for the lawfulness of the data processing in general or for specific processing activities.
We store your personal data only to the extent and for as long as necessary to fulfill the purposes described in this privacy policy or to comply with legal obligations.
In the interest of the integrity and confidentiality of personal data, we take appropriate technical and organizational measures. In particular, we implement access controls, access controls and procedures to regularly review, assess and evaluate the effectiveness of the measures in accordance with our risk assessment.
In order to achieve the purposes described in this Privacy Policy, it may be necessary for us to share your personal data with other companies. These are the following categories of recipients:
We store and process your personal financial data only in Switzerland. However, in order to achieve some of the purposes described, it may be necessary for us to process your personal data in countries outside Switzerland and the EU. We only transfer data to countries without adequate data protection on the basis of standard data protection clauses or legal exceptions (e.g. necessity for contract fulfilment). Excluding legal requirements or court orders, we will inform you and obtain your permission if it is necessary to transfer your personal data outside of Switzerland or the EU.
You have the following rights in relation to personal data concerning you:
Please note that legal requirements and exceptions apply to these rights. To the extent permitted by law, we may refuse your request to exercise these rights. You also have the right to lodge a complaint with the competent data protection supervisory authority.
We may change this privacy policy at any time, in particular if we change our data processing practices or if new legislation becomes applicable. The version provided on our website applies at all times.
Last update: 13.09.2023
The Altoo Platform aggregates wealth data from multiple sources to deliver comprehensive wealth analysis, performance and reporting. It is a modern and sophisticated, highly secure, SaaS platform, 100% Swiss developed and hosted.
Ⓒ Altoo 2018-2025. Made in Switzerland. All rights reserved.
