Point vs Altoo

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

Point

Data Aggregation

Wealth and asset managers face challenges in organising and unlocking the value trapped in complex investment data. The Point Investment Data Intelligence (IDI) platform unlocks this value by streamlining data aggregation, analysis, reporting and sharing.

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

2017

Ownership

Owned by management
Key staff have ownership
External investors

Incorporated

Locations

Top markets

UK
Switzerland
UAE
USA

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

Single-family offices,
Multi-family offices,
Private Banks,
Wealth Consolidators

Secondary focus

Asset servicing companies, trusts,
Investment & Financial Advisors (RIAs/IFAs)

Number of clients

0 – 10

Single-Family Offices
Individual Wealth Owners

Multi-Family Offices
Fund Managers
Financial Advisors
Banks
Trustees

150+

Product

Main Tasks

Data Aggregation
Investment Book of Record (IBOR)
Advanced Portfolio Analysis
Consolidated Total Wealth Client Reporting
Data Sharing & Integration

Top features

Data Aggregation & Reconciliation
Independent Investment Book of Record (IBOR)
AI Data Assistant
Consolidated Client Reporting
Custom Client Reporting
Multi-asset, Multi-Custodial, Multi-manager Total Wealth Analysis
Multi-geography & Multi-currency
Open Data Sharing & Integration

Assets supported

Bankable or Financial Assets & Funds
Private Equity & Direct Investments
Real Estate
Foreign Exchange
Lifestyle Assets & Rare Collectibles

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
Serviced Software

Security

Hosted on Azure
Encrypted
Multi-factor Authentication

Ecosystem

–

Integrations

Custom: Point API Open Data Sharing Toolkit
Expersoft PM1
Orca
Moneyinfo
Investglass CRM

Mobile App

Yes (via integration partner)

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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