Clockwork vs Altoo

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

Category
Consolidated Reporting

Clockwork’s private investment management platform powers investors to centrally track alternatives and everything else. Our technology and team approach integrates investment content, email and documents alongside transaction data and siloed private information sources.

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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

  • 11-50

Revenue

-

Founded

  • 2016

Incorporated

-

Locations

  • Charlottesville,
  • Montevideo and
  • Mexico City

Top 5 Markets

  • United States of America

Total AUM

  • $6 Billion

Avg. AUM per client

-

Ownership

  • Key staff also have ownership,
  • Clients are also owners


  • 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

Secondary focus

  • Individual wealth owners,
  • Single-family offices,
  • Multi-family offices,
  • Investment & Financial Advisors (RIAs/IFAs),
  • Fund managers


  • Single-Family Offices
  • Individual Wealth Owners


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


  • 150+

Product
Main Tasks

  • Consolidated Reporting,
  • Data Aggregation,
  • Digital Due Diligence,
  • Investment platform

Top features

  • Digital Excellence,
  • Custom Reports

Assets supported

  • Art & Collectibles
  • Bankable or Financial Assets & Funds
  • Cash & Equivalents
  • Direct Private Equity
  • Equities
  • Fixed Income
  • Gold & Precious Metals
  • Hedge Funds
  • Infrastructure
  • Lifestyle Assets & Rare Collectibles
  • Private Debt
  • Private Equity
  • Private Equity & Direct Investments
  • Private Equity Funds
  • Real Estate
  • Venture Capital

Compliance

-

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

Ecosystem

-

Integrations

  • Xero,
  • Quickbooks

Mobile App

  • No

-


  • 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