Altoo vs Swimbird
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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Swimbird
Category
Consolidated Reporting
With their head office in Sweden, Swimbird's Platform, SWIP, is a brand new, modern portfolio management solution that offers real-time aggregation and visualization of portfolio data irrespective of format, data source, geography and instrument type. Built on best-of-breed technology, it can be tailored for individual businesses and is continuously evolving to keep up with future demands.
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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
- 15-20
–
- 2018
- Owned by management and external investors
- Staff also have ownership
- Sweden
- Stockholm
- Sweden
- Finland
- Denmark
- Norway
- Switzerland
- $10 billion
–
Client
Focus
- Single-Family Offices
- Individual Wealth Owners
Serves also
- Multi-Family Offices
- Fund Managers
- Financial Advisors
- Banks
- Trustees
Number
- 150+
- Multi-family offices
- Individual wealth owners
- Single-family offices
- Banks
- Financial advisors
- 15-30
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)
- Any asset class is supported
- 40+ types of bankable and non-bankable assets
Compliance
- GDPR
Whitelabel
- Yes
- Portfolio management
- Data aggregation
- Consolidated reporting
- Connectivity and integration
- Portfolio overview all assets & liabilities
- Flexible and customizable reporting
- Performance and risk analysis
- Asset allocations incl. multiple categories
- Online customizable
- Dashboard in real time
- Private equity
- Private equity funds
- Commercial real estate
- Accounting records
- Data warehouse, record keeping incl full audit trail
- Market and static data master
- Bankable assets
- Private equity
- Commercial real estate
- Private assets (e.g. collections)
- GDPR
- Yes
Technology
Type Of Software
- SaaS
Security
- Private cloud on own hardware
- Swiss Tier 4 Data Center individual client data encryption HSM
- 2FA and 3FA available
- 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
- SWIP employs bank-grade security measures in order to safeguard our clients’ data.
- Java
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