Asseta vs Altoo

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

Asseta

Accounting

Asseta (formerly Prismatic) is the intelligent family office suite built to streamline operations, enhance transparency, and optimize investment visibility for family offices and high-net-worth individuals. Offering a 360° real-time view of your wealth, businesses, and investments.

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

2022

Incorporated

Locations

New York City

Top 5 Markets

United States of America,
Canada,
Malta,
Switzerland,
France

Total AUM

Avg. AUM per client

Ownership

Owned by management,
External investors (neither clients nor staff),
Clients are also owners

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

Single family offices

Secondary focus

Individual wealth owners,
Multi-family offices,
Fund managers,
Funds of funds,
Software and technology providers

Single-Family Offices
Individual Wealth Owners

Multi-Family Offices
Fund Managers
Financial Advisors
Banks
Trustees

150+

Product

Main Tasks

Portfolio & Cost Analysis,
Technology provider,
Consolidated Reporting,
Real Estate,
Real-estate Related Ventures,
Digital Assets & Currencies,
Data Aggregation,
Compliance,
Property Managers

Top features

Custom Reports,
Full Multi-Currency Support,
Proven Agility,
Digital Excellence

Assets supported

Cash & Equivalents,
Alternatives,
Art & Collectibles,
Commodities,
Cryptocurrency,
Commercial,
Digital Assets & Crypto Currency,
Equities,
Gold & Precious Metals,
Bankable or Financial Assets & Funds,
Hedge Funds,
Insurance,
Lifestyle Assets & Rare Collectibles,
REITS,
Real Estate,
Private Equity Funds,
Venture Capital,
Residential,
Warehousing & Industrial,
Real Estate,
Foreign Exchange,
Direct Private Equity

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

Ecosystem

Integrations

Accounting (Quickbooks, Xero),
Payroll (ADP, Gusto),
Wealth Management (Addepar, Vyzer, MyFO, Kubera),
Payables (Bill, Ramp, Brex, Stripe),
Banking (12000+ institutions),
Reporting (Tableau, Looker, Snowflake, PowerBI, Sheets),
Tax + K-1s (Juniper Square, Arch),
Administrative (Office365, GSuite, Slack)

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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