Altoo vs Etops 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.

Altoo

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.

Etops

Consolidated Reporting

Switzerland-based Etops offers outsourced services for all back-and mid-office tasks. The combination of electronic interfaces based on a unique machine-learning parser technology developed by Etops, which reads and processes bank statements and booking confirmations, ensures a high proportion of custodian bank coverage.

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

50-100

2010

Owned by management
External investors

Switzerland

Altendorf
Zurich
Bratislava
Lviv

Germany
Liechtenstein
Luxembourg
Switzerland
France

$68bn

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

Individual Wealth Owners,
Multi-Family Offices
Independent Advisors
Fund managers
Banks

+70

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

Consolidated Reporting
CRM
Compliance (e.g. AML, KYC, regulatory reporting)
Portfolio Management
Trading (orders only)
Data Aggregation
Risk Management
Impact/ESG Reporting

Consolidated reporting
Regulatory compliance
Comprehensive portfolio analytics
Risk management
Private equity & non-bankable reporting
Sustainability analytics & ESG reporting
Interactive dashboards
Attractive mobile apps
Workflow management
Ecosystem with intelligent marketplace
Compliance (MiFID II, GDPR, UCITS, AIFMD)

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

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
SAAS
Fully Standalone

Encryption
Hosting in secure IT centers
Access control
2-factor-authentication
Anonymization
User rights management

Microsoft

Yes (iOS & Android)

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Altoo vs Etops 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.

Altoo

Category

Consolidated Reporting

Etops

Category

Consolidated Reporting

Company

Employees

Revenue

Founded

Ownership

Incorporated

Locations

Top 5 Markets

Total AUM

Avg. AUM per client

Client

Focus

Serves also

Number

Product

Main tasks

Top features

Assets supported

Compliance

Whitelabel

Technology

Type Of Software

Security

Ecosystem

Integrations

Mobile App

Simple solutions for complex times.

Insights

Companies

Altoo vs Etops 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.

Altoo

Category

Consolidated Reporting

Etops

Category

Consolidated Reporting

Company

Employees

Revenue

Founded

Ownership

Incorporated

Locations

Top 5 Markets

Total AUM

Avg. AUM per client

Client

Focus

Serves also

Number

Product

Main tasks

Top features

Assets supported

Compliance

Whitelabel

Technology

Type Of Software

Security

Ecosystem

Integrations

Mobile App

Simple solutions for complex times.