Altoo vs Sharpfin
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.
Read more
Sharpfin
Category
Consolidated Reporting
Sharpfin digitizes KYC and AML processes for a fully compliant customer lifecycle management. Furthermore the solution consolidates data from various data sources to provide a holistic view of your clients or familys asset and performance. We take pride in providing market leading data quality to make sure that your analysis and reports are correct at any given time.
Read moreCompany
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
- $600k
- 2014
- Owned by management
- Kay staff also have ownership
- Clients are also owners
- External investors
- Sweden
- Stockholm
- Sweden
- Finland
- Norway
- Switzerland
- United Kingdom
- $4 billion
- $400 million
Client
Focus
- Individual wealth owners
Serves also
- Single-family offices
- Multi-family offices
- Fund managers
- Financial advisors
- Banks
- Trustees
Number
- 100+
- Independent financial advisors
- Registered investment advisors
- Single-family offices
- Multi-family offices
- Individual wealth owners
- 3 SFOs
- 1 bank
- 6 RIAs
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
- CRM
- Compliance (e.g. AML, KYC, regulatory reporting)
- Portfolio management
- Data aggregation
- Risk management
- Impact/ESG reporting
- AML/KYC documentation and monitoring
- Consolidated reporting
- Calculation of management fees
- White labeled reporting and customer portal
- Depreciation reporting
- Cost reporting
- Model portfolio management and rebalancing
- Block order management
- Risk management
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
- MiFID II
- GDPR
- FinSA/FinIA
- AIFMD
- UCITS
- 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
- Services software
- SaaS
- Two factor authentication through Yubikey or one time password
- Strong SSL encryption on all traffic
- Market unique access control to ensure that users only have access to functionalities they should
- Linux
- Java
- Active Directory
- Interfaces to a number of CRM system and accounting software
- Any other third party software through our API
- Yes (iOS, Android)
