Altoo vs Addepar Comparison

You are looking for alternatives to Altoo. 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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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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Consolidated Reporting

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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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 250m


100-500


-


2009


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


United States


  • New York
  • Salt Lake City
  • Mountain View


  • United States
  • Canada
  • Switzerland
  • Brazil
  • United Kingdom


$2tr


-

Client
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


  • Single-family offices
  • Multi-family offices
  • UHNW Individuals


  • Private Banks
  • Broker-Dealers
  • Registered Investment Advisors (RIAs – US)
  • Asset Managers


+400

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


  • Data Aggregation & Management
  • Portfolio Analysis
  • Consolidated Reporting
  • Governance


  • Data Aggregation
  • Portfolio Analysis
  • Multi-Currency-Mulit-Asset Class Modeling
  • Ownership Structure Modeling
  • Customized Reporting
  • Client Portal
  • Mobile and Tablet apps
  • File and Document Management
  • Alternatives Marketplace


  • Bankable Assets
  • Private Equity
  • Hedge Funds
  • Real Estate
  • Fixed Income
  • Equities
  • Private Direct Company
  • Rare Collectables (luxury cars, boats, high-value jewelery)


-


No

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


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


Java


  • 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


Yes

Simple solutions for complex times.