Asset Vantage vs Altoo

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Asset Vantage

Asset Vantage

Category
Consolidated Reporting

Based in the USA, Asset Vantage offers an intelligent technology platform leveraging integrated performance reporting and general ledger technology. Providing a consolidated view of the family office's entire net worth, Asset Vantage is a tool for single family offices, multi family offices and CPA firms to gain a holistic view of financial health.

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Altoo, family office software, portfolio management software, consolidated reporting software

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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Company
Employees

  • 80-100

Founded

  • 2011

Ownership

  • Owned by management
  • External investors

Incorporated

  • United States of America

Locations

  • Stamford, CT, USA
  • Mumbai, India
  • Pune, India
  • Singapore

Top markets

  • United States of America
  • India
  • GCC – (UAE, Bahrain, Oman, KSA)
  • Far East Asia


  • 11-50


-


  • 2017


  • Owned by management
  • Key staff
  • Clients


  • Switzerland


  • Zug


  • 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

  • Single-family offices
  • Multi-Family Offices

Serves also

  • Individual Wealth Owners
  • Financial advisors
  • Accounting Firms
  • Trust Companies
  • Banks & Institutions

Number

  • 400+ Global families served


  • Single-Family Offices
  • Individual Wealth Owners


  • Multi-Family Offices
  • Fund Managers
  • Financial Advisors
  • Banks
  • Trustees


  • 150+

Product
Main tasks

  • Data Aggregation – All Assets, Bank/Cash
  • Integrated Accounting
  • Partnership Accounting
  • Portfolio Analytics – Multi-Currency
  • Custom Dashboards
  • Document Management

Top features

  • Consolidated view across all liquid and illiquid Asset Classes & Entity Structures
  • Multi-Period performance & benchmarking
  • Partnership accounting and entity look-through
  • Global listed equities & fixed income traded asset pricing
  • Integrated General Ledger
  • Consolidating & Multi-Period Balance Sheet & Trial Balance
  • Consolidating & Multi-Period Income Statement
  • Capital Flow Reporting
  • Fully Configurable & exportable widget dashboard across Performance Reporting
  • Custodian transactions sync & reconciliation
  • Document Vault
  • Integration with Bill.com and Arch
  • Check Writing
  • User Permissions & Entitlements
  • Transparent Pricing

Assets supported

  • Bankable Assets
  • Private Equity
  • Real Estate
  • Derivatives
  • Private Assets (e.g. collectables, luxury cars, boats, high-value art, etc)
  • Venture Investments

Compliance

  • SOC2 Type 2
  • SOC/SOC 2

Whitelabel

  • Yes


  • 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


  • Yes

Technology
Type Of Software

  • SaaS/Serviced Software

Security

  • SOC2 certified
  • VAPT certified
  • Encryption for data at rest – AES 256  & transit – TLS 1.2 & 1.3
  • Unique database & URL 
  • Regional cloud presence
  • Single Sign-on & Multifactor authentication

Ecosystem

  • Linux

Integrations

  • Arch
  • Bill.com
  • API Integrations available

Mobile App

  • Yes


  • 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


  • Yes