Lombard Odier vs Altoo Comparison

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Lombard Odier

Lombard Odier - Global Assets+

Category
Consolidated Reporting

Swiss based Lombard Odier - Global Assets+ solution, catered to professional investors, private clients or family offices, is underpinned by a unique combination of operational capabilities, investment expertise, flexibility and cutting-edge multi-currency banking technology, designed and developed by Lombard Odier.

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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

500+

Revenue

USD 235M for 2020

Founded

Our Bank was founded in 1796.

Ownership

Owned by management

Incorporated

Switzerland

Locations

  • Geneva
  • Zurich
  • Brussels
  • London
  • Luxembourg
  • Paris
  • Madrid
  • Dubai
  • Abu-Dhabi
  • Hong-Kong
  • Singapore
  • Tokyo
  • Bermuda
  • Nassau

Top 5 Markets

  • Switzerland
  • United Kingdom
  • Singapore
  • France
  • Denmark

Total AUM

G2 Pro, our wealth and investment platform fully developed internally in close collaboration with our business lines, allows managing more than 350Bn USD.

Avg. AUM per client

This information is not publicly communicated. However, we can address the question in the context of bespoke discussions.


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 250m

Client
Focus

Single-Family Offices (SFOs)

Serves also

  • Individual Wealth Owners (UHNWIs)
  • Single-Family Offices (SFOs)
  • Multi-Family Offices (MFOs)

Number of clients:

More than 200 clients rely on our Global Assets+ solution


Individual Wealth Owners


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


Statistics and reference clients available upon requests

Product
Main tasks

  • Accounting
  • Consolidated Reporting
  • Portfolio Management
  • Trading (execution on platform)
  • Data Aggregation
  • Risk Management
  • Impact/ESG Reporting

Top features

  • Dynamic analysis, easy access to financial data.
  • Execution monitoring.
  • Instant consolidation of a large number of portfolios/investments.
  • Historical performance, allocation, and portfolio exposure trends.
  • Detailed performance contribution/attribution across asset classes, countries and currencies breakdowns.
  • Fund look through.
  • Bespoke costs monitoring.
  • Ex-post and ex-ante risk metrics.
  • Dedicated investment guidelines monitoring.
  • Powerful reporting solutions to create personalized reports.

Assets supported

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

Compliance

  • MiFID II
  • GDPR
  • FinSA/FinIA
  • AIFMD
  • UCITS

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
  • Independent performance calculation
  • Intuitive ‘Explore’ feature to analyse asset/performance
  • Safe document storage and tagging
  • Monitoring of performance and asset movements
  • Cashflow Analyzer (incl. future cashflows)
  • Legal Structure overview
  • Setup delegate users with partial access
  • Non bankable asset overview


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


GDPR


Yes

Technology
Type Of Software

SAAS

Security

  • At Lombard Odier, confidentiality has been in our DNA for more than 225 years.
  • As a Swiss private bank, we have safeguarded the interests of our clients with the utmost attention through more than 40 financial crisis. We place great value on trust we have won from our clients, some of whom have been with us for many generations.
  • We are regulated by the Swiss Financial Market Supervisory Authority (FINMA) and are subject to thorough internal and external audit programs.
  • We place great emphasis on risk management in everything we do. Multiple lines of defense with corresponding tools have been implemented to limit risks, among which data leak and fraud. Our risk, compliance and legal experts are collaborating on a daily basis to ensure the highest standards in term of security processes to our clients.
  • Client data is key and we have implemented thorough security measures to protect them, leveraging the best experts both inside our organization and through networks of subject matter experts. Lombard Odier decided to mandate an external auditor to perform an ISAE 3000 Report on Client Data Security Controls (Type II) on a yearly basis.

Ecosystem

  • Microsoft
  • IBM
  • Java

Integrations

Mobile App

Yes


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.