Altoo vs Assure Wealth

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.
Go back to Altoo
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.

Read more
Assure Wealth

Assure Wealth

Category
Data Aggregation

Denmark based, Assure Wealth is your assurance that the same parameters for calculating your wealth's Returns and Risks are being used for all wealth managers and portfolios.

Read more
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


  • $2.5 million


  • 2014


  • Key staff also have ownership
  • Clients are also owners


  • Denmark


  • Nivå


  • Denmark
  • Norway
  • Sweden
  • Switzerland
  • United Kingdom


  • $20 billion


  • $160 million

Client
Focus

  • Individual wealth owners

Serves also

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

Number

  • 100+


  • Individual wealth owners


  • Single-family offices
  • Multi-family offices


  • 50 UHNWI
  • 3 SFO
  • 10 foundations

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


  • Accounting
  • Consolidated reporting
  • Data aggregation
  • Risk management
  • Impact/ESG reporting


  • Overview
  • Flexible wealth reports
  • Independence
  • Full risk picture
  • Follow-up on performance
  • Integration to accounting systems


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


  • 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


  • Serviced software


  • Two-factor login
  • Secure emails


  • VITEC


  • Accounting systems
  • DW-solutions


  • Yes