Addepar vs Altoo Comparison

You are looking for alternatives to Addepar. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys
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Addepar

Category
Consolidated Reporting

Based in the USA, Addepar is a wealth management platform that infuses complex financial information with transparency. By connecting data, technology and people, it facilitates informed decisions through actionable insights and tailored reporting allows multi-generational family offices to achieve their objectives.

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Altoo, family office software, portfolio management software, consolidated reporting software

Altoo

Category
Consolidated Reporting

Developed and hosted in Switzerland, Altoo prides itself on Swiss precision in intuitive wealth data aggregation and monitoring. Encompassing a range of functions from consolidated reporting, governance, data aggregation to risk management, the software provides simplicity and control to private wealth owners and family offices.

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Company
Employees

  • 800+
Revenue

-

Founded

  • 2009
Ownership

  • Owned by management
  • External investors
  • Key staff have ownership
Incorporated

  • United States of America
Locations

  • New York
  • Salt Lake City
  • Mountain View
  • Edinburgh
  • London
Top 5 Markets

  • United States of America
  • Canada
  • Switzerland
  • Brazil
  • United Kingdom
Total AUM

  • $4 trillion
Avg. AUM per client

-


  • 11-50

-


  • 2017

  • Owned by management
  • Key staff
  • Clients

  • Switzerland

  • Zug

  • Switzerland
  • United Kingdom
  • Italy
  • Germany
  • Hong Kong

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

  • CHF 250 million
Client
Focus

  • Single-family offices
Secondary focus

  • Multi-family offices
  • Individual wealth owners
  • Independent financial advisors
  • Registered investment advisors
  • Banks
Number

  • 800+

  • Individual wealth owners

  • Single-family offices
  • Multi-family offices
  • Fund managers
  • Financial advisors
  • Banks
  • Trustees

  • 100+
Product
Main tasks

  • Data aggregation
  • Portfolio management, forecasting & optimisation
  • Consolidated reporting
  • Ownership look-through
  • Trading & rebalancing
Top features

  • Data aggregation & management
  • Portfolio analysis
  • Consolidated and bespoke reporting
  • Governance
  • Client portal
  • Multi-custodial feeds
  • Look-through for complex nested ownership structures
  • Consolidated net worth tracking across assets, accounts, custodians, geographies and currencies
Assets supported

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectables (luxury cars, boats, high-value jewelry)
  • Cryptocurrency
Compliance

  • FinSA/FinIA
Whitelabel

  • Yes

  • Consolidated reporting
  • Governance
  • Data aggregation
  • Risk management
  • Document management
  • Task management
  • Secure communication

  • Consolidation of bankable and non-bankable assets
  • Asset allocation overview and monitoring
  • Independent performance calculation
  • Intuitive ‘Explore’ feature to analyse asset/performance
  • Safe document storage and tagging
  • Monitoring of performance and asset movements
  • Cashflow analyzer/future cashflows reporting
  • Private equity reporting
  • Legal structure overview
  • Setup delegate users with partial access

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)

  • GDPR

  • Yes
Technology
Type Of Software

  • SaaS
Security

  • Hosted on AWS
  • 2-factor authentication & single-sign-on (SSO)
  • Encrypted data in transit and at rest
  • SOC 2 Type 2 Certification
Ecosystem

  • Java
Integrations

  • CRM: Salesforce, Practifi, Salentica
  • Trading & rebalancing: RedBlack, Blaze
  • ALTs data management: PCR, Canoe, Strata
  • Financial planning: eMoney, MoneyGuide Pro, Libretto
  • Risk management: RCI, Hidden Levers, Jacobi
  • General ledger: QuickBooks, Sage
  • Custodial portals: Fidelity, Schwab, Pershing
  • UMA/SMA: Adhesion
  • Custom integrations: Addepar API Toolkit
Mobile App

  • Yes (iOS)

  • SaaS

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

  • Linux
  • Java
  • Scala
  • SBT
  • cassandra
  • akka
  • grafana
  • logstash
  • kibana

  • Accounting software
  • Portfolio management systems

  • Yes
Simple solutions for complex times.