eVestment vs Altoo

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

eVestment

Data Aggregation

eVestment is a global provider of institutional investment data intelligence and analytic solutions. eVestment delivers extensive data through robust, user-friendly products, with an unparalleled commitment to client service.

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.

History

eVestment was founded in 2000 by Heath Wilson, Jim Minnick and Matt Crisp and is based in Atlanta with offices in New York, London, Sydney and Hong Kong and regional sales offices in Boston, Seattle, Raleigh, Chicago and Toronto.

About the owners and the team

With its headquarters in Atlanta, Georgia (USA), eVestment is run by a large team of over 5000 employees, with Jim Minnick as CEO of the company.

Employees

Revenue

Founded

Ownership

Incorporated

Locations

Top 5 Markets

Total AUM

Avg. AUM per client

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

Secondary focus

Number of clients:

Single-Family Offices
Individual Wealth Owners

Multi-Family Offices
Fund Managers
Financial Advisors
Banks
Trustees

150+

Product

Main tasks

Top features

Assets supported

Compliance

Whitelabel

18a

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

Security

Ecosystem

Integrations

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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