Alwy vs Altoo

You are looking for alternatives to Alwy. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

Alwy

Accelerator

Empower your family office with our all-in-one technology solution. Alwy provide advanced financial planning tools that streamline operations and enhance client experiences. By reducing the total cost of ownership, our platform helps you manage assets more efficiently, offering your end clients a smoother, more intuitive experience.

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.

Employees

0-10

Revenue

Founded

2020

Incorporated

Locations

Stockholm

Top 5 Markets

Sweden,
Norway,
Netherlands,
Belgium,
United Kingdom

Total AUM

Avg. AUM per client

Ownership

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

11-50

2017

Owned by management
Key staff
Clients

Switzerland

Switzerland
United Kingdom
Italy
Germany
Hong Kong

As the data is encrypted, Altoo is not in the position to calculate this data.

CHF 250 million

Client

Focus

Multi-family offices

Secondary focus

Individual wealth owners,
Single family offices,
Multi-family offices,
Investment & Financial Advisors (RIAs/IFAs),
Fund managers,
Custodians,
Banks,
Pensions,
Funds of funds

Single-Family Offices
Individual Wealth Owners

Multi-Family Offices
Fund Managers
Financial Advisors
Banks
Trustees

150+

Product

Main Tasks

Accelerator,
Advisors,
Compliance,
Consolidated Reporting,
CRM,
Data Aggregation,
Data,
Technology provider,
Asset Managers,
Engagement Platform,
Investing Technology,
Risk Management,
Portfolio Management,
Portfolio & Cost Analysis

Top features

Ability to Whitelabel,
Banking Providers
Custom Development Service,
Custom Reports,
Digital Excellence,
Full Multi-Currency Support,
Mobile App,
Proven Agility,
Sustainability,
Transparency,
Visionary Purpose

Assets supported

Alternatives,
Art & Collectibles
Bankable or Financial Assets & Funds,
Art & Collectibles,
Commercial,
Commodities,
Cryptocurrency,
Developed Markets,
Developing Markets,
Digital Assets & Cryptocurrencies
Direct Private Equity,
Equities,
Fixed Income,
Foreign Exchange,
Gold & Precious Metals,
Insurance,
Hedge Funds,
Infrastructure,
Lifestyle Assets & Rare Collectibles,
Music Royalty,
Private Debt,
Private Equity,
Private Equity & Direct Investments,
Private Equity Funds,
Real Estate,
REITS,
Residential,
Venture Capital,
Warehousing & Industrial

Compliance

Whitelabel

Consolidated reporting
Governance
Data aggregation
Risk management
Document management
Task management
Secure communication

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

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

GDPR

Technology

Type Of Software

SAAS,
Fully Standalone,
Serviced Software

Ecosystem

Integrations

We offer a wide range of software integrations to meet the needs of our clients. Key integrations include API connectivity with leading financial platforms, trading systems and CRM systems. Additionally, we support integrations with data analytics tools, and custodial platforms to ensure seamless operations and comprehensive data management across your organisation.

Mobile App

SaaS

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

Linux
Java
Scala
SBT
cassandra
akka
grafana
logstash
kibana

Accounting software
Portfolio management systems

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