Etops vs Altoo Comparison

You are looking for alternatives to Etops. 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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Etops, family office software, portfolio management software, consolidated reporting software

Etops

Category
Consolidated Reporting

Switzerland-based Etops offers outsourced services for all back-and mid-office tasks. The combination of electronic interfaces based on a unique machine-learning parser technology developed by Etops, which reads and processes bank statements and booking confirmations, ensures a high proportion of custodian bank coverage

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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 offices

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Company
Employees

  • 50-100
Revenue

-

Founded

  • 2010
Ownership

  • Owned by management
  • External investors
Incorporated

  • Switzerland
Locations

  • Altendorf
  • Zurich
  • Bratislava
  • Lviv
Top 5 Markets

  • Germany
  • Liechtenstein
  • Luxembourg
  • Switzerland
  • France
Total AUM

  • $68 billion
Avg. AUM per client

-


  • 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
Serves also

  • Individual wealth owners,
  • Multi-family offices
  • Independent advisors
  • Fund managers
  • Banks
Number

  • 70+

  • Individual wealth owners

  • Single-family offices
  • Multi-family offices
  • Fund managers
  • Financial advisors
  • Banks
  • Trustees

  • 100+
Product
Main tasks

  • Consolidated Reporting
  • CRM
  • Compliance (e.g. AML, KYC, regulatory reporting)
  • Portfolio management
  • Trading (orders only)
  • Data aggregation
  • Risk management
  • Impact/ESG reporting
Top features

  • Consolidated reporting
  • Regulatory compliance
  • Comprehensive portfolio analytics
  • Risk management
  • Private equity & non-bankable reporting
  • Sustainability analytics & ESG reporting
  • Interactive dashboards
  • Attractive mobile apps
  • Workflow management
  • Ecosystem with intelligent marketplace
  • Compliance (MiFID II, GDPR, UCITS, AIFMD)
Assets supported

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewellery)
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)

  • GDPR

  • Yes
Technology
Type Of Software

  • Serviced software
  • SAAS
  • Fully standalone
Security

  • Encryption
  • Hosting in secure IT centers
  • Access control
  • 2-factor-authentication
  • Anonymization
  • User rights management
Ecosystem

  • Microsoft
Integrations

-

Mobile App

  • Yes (iOS & Android)

  • SaaS

  • Private cloud on own hardware
  • Swiss Tier 4 Data Center individual client data encryption HSM
  • For more please see https://sec3d.altoo.io

  • Linux
  • Java
  • Scala
  • SBT
  • cassandra
  • akka
  • grafana
  • logstash
  • kibana

  • Accounting software
  • Portfolio management systems

  • Yes
Simple solutions for complex times.