DAPM vs Altoo
You are looking for alternatives to DAPM. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
DAPM - Dynamic Assets & Performance Monitoring SA
Category
Digital Assets & Currencies
Founded in 2002, we are leaders in wealth consolidation and supervision. Headquartered in Geneva, with offices in the US and Asia, we continue to drive innovation and excellence in the industry. With a unique blend of cutting-edge technology and deep financial expertise, we deliver unparalleled transparency and oversight for our clients.
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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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Employees
- 100-500
Founded
- 2002
Locations
- Geneva,
- Miami,
- Singapore,
- Lisbon,
- London
Top 5 Markets
- Singapore,
- Switzerland,
- United Arab Emirates,
- United Kingdom,
- United States of America
Total AUM
- $ 200B
Ownership
- Owned by management
- 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,
- Multi-family offices,
- Investment & Financial Advisors (RIAs/IFAs),
- Pensions,
- Endowments,
- Foundations
- Single-Family Offices
- Individual Wealth Owners
- Multi-Family Offices
- Fund Managers
- Financial Advisors
- Banks
- Trustees
- 150+
Product
Main Tasks
- Consolidated Reporting,
- Data Aggregation,
- Digital Assets & Currencies,
- Governance,
- Impact & ESG,
- Portfolio & Cost Analysis,
- Real Estate,
- Risk Management
Top features
- Ability to Whitelabel,
- Custom Development Service,
- Custom Reports,
- Digital Excellence,
- Full Multi-Currency Support,
- Mobile App,
- Other Services,
- Proven Agility,
- Transparency
Assets supported
- Alternatives,
- Art & Collectibles,
- Bankable or Financial Assets & Funds,
- Cash & Equivalents,
- Commercial,
- Commodities,
- Cryptocurrencies,
- Developed Markets,
- Developing Markets,
- Digital Assets & Crypto Assets,
- Commodities,
- Equities,
- Fixed Income,
- Foreign Exchange,
- Gold & Precious Metals,
- Hedge Funds,
- Infrastructure,
- Insurance,
- 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
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
Integrations
- Single sign-on
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
