Your clients’ wealth extends beyond the assets held at one bank. It may span multiple custodians, private equity, real estate, businesses and other investments. To provide truly personal advice, relationship managers need a clearer view of that wider picture.
The Altoo Wealth Platform brings bankable and non-bankable assets together in one secure digital environment. It helps private banks and their clients understand complex wealth, explore its performance and turn better information into more meaningful conversations.
See how Altoo can support your private banking offering.
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A bank statement shows one part of a client’s financial life. Altoo helps bring the other parts into view. Wealth data from multiple sources is consolidated into an intuitive overview that clients and authorised advisors can explore by asset class, currency, custodian, portfolio or legal structure.
For private banks, this broader perspective creates a stronger foundation for holistic wealth advice. For clients, it makes a complex portfolio easier to understand and discuss.
When information is scattered across institutions and spreadsheets, preparing for a client meeting takes time. A consolidated wealth view helps relationship managers focus the conversation on what matters: the client’s overall position, investment objectives and changing needs.
Altoo’s analysis and reporting tools make it easier to examine allocations, performance and individual holdings. Advisors can use those insights to ask better questions, identify areas that merit attention and provide advice informed by more of the client’s wealth.
Clients expect convenient access to their information as well as the personal service that defines private banking. Altoo gives them a clear way to explore their wealth and access relevant reports and documents, wherever they are.
The platform also supports secure collaboration among the people involved in managing complex wealth. Clients remain in control of who can access their information, making it easier to work with trusted advisors around a shared view.
A fuller understanding of a client’s wealth can reveal needs that a single banking relationship may not show. By helping clients navigate complexity across assets and institutions, private banks can demonstrate the value of their advice beyond custody and investment products.
Altoo gives relationship managers a practical tool for sustained engagement. It supports a more informed client experience and creates opportunities to deepen long-term relationships.
The Altoo Wealth Platform is developed and hosted in Switzerland. It combines wealth consolidation, analysis, reporting and secure collaboration in a digital environment designed for the demands of complex private wealth.
Bring a clearer perspective to every client conversation.
Discover what Altoo can do for your private bank and your clients.
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