Altoo vs eXeer by Point Group
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
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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eXeer by Point Group
Category
Data Aggregation
The eXeer platform places data at the centre of the family office. eXeer aggregates, analyses and visualises multiple sources of data to create a single source of investment truth. eXeer acts as the family offices ‘data keystone’, it delivers three core capabilities. One, it collects, controls and secures investment and market data from underlying custodians, platforms, AIFMS, direct investments, real estate and specialist market data providers.
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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
- 0-10
–
- 2017
- Owned by management
- United Kingdom
- London
- United Kingdom
- Switzerland
- Germany
- Channel Islands (Jersey, Guernsey)
–
–
Client
Focus
- Individual wealth owners
Serves also
- Single-family offices
- Multi-family offices
- Fund managers
- Financial advisors
- Banks
- Trustees
Number
- 100+
- Multi-family offices
- Single family offices
- Investment & Financial Advisors (RIAs/IFAs)
- Banks
- 3 single family offices
- 2 multi-family offices
- 4 registered investment advisors
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
- Consolidated reporting
- Data aggregation
- Foundation
- Technology provider
- Ability to Whitelabel
- Custom Reports
- Digital Excellence
- Full Multi-Currency Support
- Proven Agility
- Custom Development Service
- Bankable or Financial Assets & Funds
- Private Equity & Direct Investments
- Real Estate
- Foreign Exchange
- Lifestyle Assets & Rare Collectibles
–
- 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
- SAAS
- Serviced software
–
–
- Microsoft Sharepoint
- Excel
- Auth0
- Expersoft PM1
- Yes
In the media
