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
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 ListTechnology
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
Other companies that offer similar services
