Altoo vs TIFIN Give

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 office.

TIFIN Give

Philanthropy

TIFIN Give is a technology-powered philanthropy partner for wealth enterprises. Advisors use TIFIN Give to prospect and convert HNW clients with in-demand, tax-optimised services, deepen existing client relationships via an intuitive, engaging online experience, and build relationships with next-gen clients’ heirs through the giving process. TIFIN Give’s AI-powered platform empowers wealth enterprises to serve the giving and philanthropy needs of families through a modern, personalised, and community-based approach

Employees

11-50

Revenue

Founded

2017

Ownership

Owned by management
Key staff
Clients

Incorporated

Switzerland

Locations

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

2021

Bengaluru
Boulder, CO
Charlotte, NC
Mumbai
New York, NY

United States of America

$670 M

Key staff also have ownership,
External investors (neither clients nor staff),
Owned by management

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,
Multi-family offices,
Investment & Financial Advisors (RIAs/IFAs),
Banks,
Foundations

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

Foundation,
Impact & ESG,
Technology Provider

Ability to Whitelabel,
Digital Excellence,
Proven Agility

Art & Collectibles,
Bankable or Financial Assets & Funds,
Cash & Equivalents,
Digital Assets & Crypto Currency,
Equities

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

SAAS

TIFIN Give is a modern, scalable SaaS solution built on AWS and integrated with cloud-native services where appropriate, including Postgres, Python/Django, React/Javascript. It was designed to support flexible and rapid deployments and supports multiple custodians underlying personalized investment management and portfolio options.

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