Altoo vs Asora

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 office.

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asora

Asora

Category
Data Aggregation

Dublin's Asora is a SAAS solution for single and multi-family offices to track and oversee assets, automating data capture and providing digital on-demand reporting on the web and mobile. Asora provides a single secure location for all the family’s data. The data is protected with always-on encryption and robust security protocols. Time-consuming manual handling of data and report creation are replaced with automated data feeds, comprehensive data cleansing and enrichment and digital on-demand reporting.

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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


–


  • 2020


  • Owned by management
  • Key staff also have ownership


  • Ireland


  • Dublin


  • United Kingdom
  • Luxembourg
  • Ireland
  • Channel Islands (Jersey, Guernsey)


–


–

Client
Focus

  • Single-Family Offices
  • Individual Wealth Owners

Serves also

  • Multi-Family Offices
  • Fund Managers
  • Financial Advisors
  • Banks
  • Trustees

Number

  • 150+


Single family offices


  • Individual wealth owners
  • Single family offices
  • Multi-family offices


–

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)
  • Any asset class is supported
  • 40+ types of bankable and non-bankable assets

Compliance

  • GDPR

Whitelabel

  • Yes


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


  • Digital Excellence
  • Ability to Whitelabel
  • Full Multi-Currency Support
  • Mobile App
  • Proven Agility
  • Visionary Purpose


  • Bankable or Financial Assets & Funds
  • Foreign Exchange
  • Lifestyle Assets & Rare Collectibles
  • Private Equity & Direct Investments
  • Real Estate


  • GDPR


  • Yes

Technology
Type Of Software

  • SaaS

Security

  • Private cloud on own hardware
  • Swiss Tier 4 Data Center individual client data encryption HSM
  • 2FA and 3FA available
  • 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


–


  • Microsoft


  • MS Excel
  • Refinitiv
  • Morningstar
  • Factset


  • Yes