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Altoo

Altoo

Category
Consolidated Reporting
HQ
Switzerland

The Altoo Wealth Platform provides simplicity and control to wealthy private individuals and family offices, by aggregating and monitoring wealth data in an intuitive way.

Altoo Wealth Platform empowers wealthy individuals and family offices to consolidate and interact intuitively with their total wealth. Altoo’s technology aggregates daily updated data for all types of assets (bankable- and non-bankable assets) and provides additional features such as secure document storage, monitoring and reports. Developed and hosted in Switzerland, Altoo enables its clients to keep track and control of their total wealth situation and allows its users to collaborate within their trusted network via secure communication

What sets Altoo a part?

“At Altoo, we believe in the importance of aggregating and interacting with complex wealth data in a simple and intuitive way. Our platform empowers wealthy individuals to gain transparency and control.”

Martin Stradler, family office software, wealth management software, portfolio management software
Martin Stadler
Switzerland
Contact Martin

Key Company Info

Have a look at the company, clients and references to learn whether this is a match for you.

Company

Facts about the company

Employees

11-50

Founded

2017

Ownership
  • Owned by management
  • Key staff
  • Clients
Incorporated

Switzerland

Locations

Zug

Top 5 Markets
  • Switzerland
  • United Kingdom
  • Italy
  • Germany
  • Hong Kong
Total AUM

As the data is encrypted, Altoo is not in the position to calculate this data.

Avg. AUM per client

CHF 250m

Clients

Facts about the clients

Focus

Individual Wealth Owners

Serves also
  • Single family offices
  • Multi family offices
  • Fund managers
  • Financial advisors
  • Banks
  • Trustees
Number

Statistics and reference clients available upon requests

References

Available upon request.

Request References

What Altoo clients say

"Goodbye excel sheets… This simplifies and rationalises financial matters beyond belief!"

Swiss based UHNWI

(54 years old)

Product

Get an overview of what this software does.

The basics

Basics about the product

Main tasks
  • Consolidated Reporting
  • Governance
  • Data Aggregation
  • Risk Management
  • Document Management
  • Task Management
  • Secure Communication
Top features
  • Consolidation of bankable and non-bankable assets
  • Asset Allocation overview
  • Independent performance calculation
  • Intuitive ‘Explore’ feature to analyse asset/performance
  • Safe document storage and tagging
  • Monitoring of performance and asset movements
  • Cashflow Analyzer (incl. future cashflows)
  • Legal Structure overview
  • Setup delegate users with partial access
  • Non bankable asset overview
Assets supported
  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
Compliance

GDPR

Whitelabel

Yes

Download Detailed Feature List
Technology

Look under the hood

Type Of Software

SaaS

Security
  • Private cloud on own hardware
  • Swiss Tier 4 Data Center individual client data encryption HSM
  • For more please see https://sec3d.altoo.io
Ecosystem

Linux
Java
Scala
SBT
cassandra
akka
grafana
logstash
kibana

Integrations
  • Accounting software
  • Portfolio Management Systems
Mobile App

Yes

Reporting-specific features

They handle reporting like this

Type of data

Transaction level

Accuracy
  • API from Custodian Banks to aggregate bankable assets
  • The daily feed including cashflow, securities transaction and end of day position
  • Reconciling all portfolios to find erroneous data processing
Custodians

53 custodian banks

Time to new custodian

2-3 months

Multi-currency
  • Multiple base currencies
  • Separate holding level gain/loss from currency
  • Gain/loss based on transaction data
  • Gain/loss based on holding/position data
Pricing & Co

Learn about the commercials

Cost structure
  • Custodian use based (per connected custodian)
  • Feature based
  • Manual Services (e.g. non-bankable asset support) by efforts
Average cost p.a.
  • UHNWI: CHF 20-30k p.a.
  • SFO: CHF 30-50k p.a.
  • MFO: CHF 60 – 100k p.a.

Support & Services

Learn what support and services you can expect

Support options

General contact mail or phone, Dedicated contact, In person on site support

Pricing of support

Free support, On use basis, Technical Support free of charge; support for data processing based on effort

Onboarding

24h, allowing the client to process non-bankable assets
Connectivity to Custodian Banks: 2 - 8 weeks, depending on the banks.

Customisation

As a SaaS provider, we do not offer customisation as such, but we constantly improve the Altoo Wealth Platform in Co-Creatorship with our clients.Usually, we release every 2 weeks new features.

Bespoke development

As a SaaS provider, we do not offer customisation as such, but we constantly improve the Altoo Wealth Platform in Co-Creatorship with our clients.Usually, we release every 2 weeks new features.

Added services

Data entry

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Simple solutions for complex times.