A complete view of wealth is most useful when it can support the decisions and workflows around it. A family office may need information in its own systems. An adviser may work across several applications. A wealth owner may want to ask a question using an AI platform they already know.
The Altoo Wealth Platform brings information about complex wealth together in one place. The Altoo Wealth API and Altoo MCP provide two ways to connect that information with other tools: one for software integrations, and one for compatible AI platforms.
An application programming interface, or API, allows software systems to exchange information in a structured way. The Altoo Wealth API is the starting point for organisations that want to connect the Altoo Wealth Platform with their own applications and workflows.
For a family office or wealth management team, the question is practical: Where does the information need to go next? An API connection can support a workflow built around your existing tools, so your team can spend less time moving information between systems and more time using it.
The Altoo MCP offers a different kind of connection. MCP stands for Model Context Protocol, a way for compatible AI applications to connect with external tools and information.
With Altoo MCP, wealth owners and family offices can connect the Altoo Wealth Platform with a compatible AI platform of their choice. That opens up a more natural way to explore wealth information: start with a question, then use an AI interface to help examine the available information.
For example, a wealth owner might want to understand a change in their overall picture, while a family office professional might begin with a question that guides further analysis. The AI interface can help them explore; the quality of any conclusion still depends on the underlying data, the connection’s available capabilities, and human review.
If you want to… | Start with… |
|---|---|
| Connect Altoo information to an application or an established workflow | Altoo Wealth API |
| Explore Altoo information through a compatible AI platform | Altoo MCP |
The choice depends on how you want to work. An API gives a development team a route to build a defined integration. MCP gives users a route to work with a compatible AI environment. Both extend the usefulness of a consolidated wealth view beyond a single screen.
Complex wealth can span banks, custodians, private investments, legal entities, and assets outside traditional portfolios. Bringing that information together is an important first step. Making it available where decisions happen is the next.
Altoo’s API and MCP give wealth owners and their teams more choice in how they work with the information in the Altoo Wealth Platform. Whether you are planning an integration or exploring an AI connection, start with the documentation and discuss the access and workflow your organisation needs.
Contact Altoo to discuss your use case.
