Altoo vs Performativ
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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Performativ
Category
Portfolio Management
Providing family offices and their clients with a powerful, secure, affordable wealth management platform, that is fit for the future. SaaS Front-to-back wealth management system. Powerful performance and risk analytics on the whole portfolio, including non-bankable assets and connected to 300+ custodian banks. We are built with the latest tech, allowing for fast and real-time analysis and quick and pain-free onboarding.
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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
- 11-50
- <$50 million
- 2019
- Owned by management
- External investors
- Denmark
- Copenhagen
- Denmark
- Sweden
- Norway
- Belgium
- Netherlands
- 15 billion
–
Client
Focus
- Individual wealth owners
Serves also
- Single-family offices
- Multi-family offices
- Fund managers
- Financial advisors
- Banks
- Trustees
Number
- 100+
Multi-family offices
- Individual wealth owners
- Single family offices
- Multi-family offices
- Investment & Financial Advisors (RIAs/IFAs)
- Fund managers
- Banks
–
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
- Advisors
- Consolidated Reporting
- Data Aggregation
- Portfolio Management
- Risk Management
- Technology provider
- Non-bankable assets
- Reporting, data entry
- Offering backend data (i.e., reconciliation corporate action fixing)
- Full suite of performance metrics
- Consolidated performance reporting
- Firmwide analytics
- Near real-time valuation
- API gateway to 3rd party services
- Intelligent benchmarking
- Data aggregation
- Ability to Whitelabel
- Mobile App
- Banking Providers
- Full Multi-Currency Support
- Bankable or Financial Assets & Funds
- Lifestyle Assets & Rare Collectibles
- Real Estate
- Private Equity & Direct Investments
- Alternative investments
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
- SAAS
- Fully standalone
- Serviced software
–
–
Plugs into countless systems via open APIs, e.g.: Salesforce, Bloomberg, Accounting software.
- Yes
In the media
