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


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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Data Aggregation

Denmark’s new entrant Asora securely connects and aggregates clients’ data to provide benchmarking, risk and performance reporting that is easy on the eye. Asora’s platforms allows it to track and monitor both private and liquid assets while the mobile app provides a compelling experience to the principals. Data coverage and quality is a cornerstone, and as an open platform Asora seamlessly integrates with other systems.

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  • 11-50




  • 2017


  • Owned by management
  • Key staff
  • Clients


  • Switzerland


  • 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)


  • Individual wealth owners

Serves also

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


  • 100+

Single family offices

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

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)


  • GDPR


  • 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

Type Of Software

  • SaaS


  • Private cloud on own hardware
  • Swiss Tier 4 Data Center individual client data encryption HSM
  • For more please see


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


  • Accounting software
  • Portfolio management systems

Mobile App

  • Yes

  • SAAS

  • Microsoft

  • MS Excel
  • Refinitiv
  • Morningstar
  • Factset

  • Yes

Simple solutions for complex times.