Altoo vs Abbove

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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 office.

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abbove paxfamilia

Abbove

Category
Consolidated Reporting

Abbove develops a wealth planning technology for financial advisors that want to serve their clients with a structured and holistic approach to their wealth. This Belgian platform enhances considerably cooperation by uniting advisors, their clients, data and technology in one place.

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Company
Employees

  • 11-50

Revenue

-

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 250 million


  • 11-50


  • $2 million


  • 2017


  • Owned by management
  • Key staff also have ownership
  • Owned by a larger corporation


  • Belgium


  • Brussels


  • France
  • Luxembourg
  • Belgium
  • Switzerland
  • Monaco


  • $100 billion+


-

Client
Focus

  • Individual wealth owners

Serves also

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

Number

  • 100+


  • Multi-family offices


  • Single family offices
  • Multi-family offices
  • Asset managers
  • Fiduciaries


  • 900+ advisors
  • 26k+ families (end-users)

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 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

Assets supported

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

Compliance

  • GDPR

Whitelabel

  • Yes


  • Consolidated reporting
  • Data aggregation
  • Succession simulator
  • Data visualisation
  • Financial planning simulator


  • Family structure
  • Asset inventory
  • Donation inventory
  • Ownership framework
  • Interactive structure diagrams
  • Secured digital vault
  • Financial planning tool
  • Inheritance tax simulator
  • Smart reporting tool
  • Third party access


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


  • GDPR


  • Yes

Technology
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


  • SaaS


  • ISO 27001 certified by Summer 2021.Protection
  • SSL protocol data encryption
  • Access  account is protected by a double SMS authentication system
  • Vulnerability tests
  • Third party security assessment reports


-


  • API
  • File integration framework
  • Banking aggregation
  • File upload


  • No