Sage vs Altoo

You are looking for alternatives to Sage. 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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Sage Intacct

Category
Accounting

Sage Intacct is a cloud-based accounting and financial management software invested in meeting the needs of financial professionals focused on customer success. Customers ranging from startups to public companies and family offices rely on Sage Intacct’s best-in-class cloud ERP software to deliver the efficiencies and insights that keep them on the fast track of growth, from their first million to their first billion.

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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 office.

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Company

  • 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

  • Single-Family Offices
  • Individual Wealth Owners


  • Multi-Family Offices
  • Fund Managers
  • Financial Advisors
  • Banks
  • Trustees


  • 150+

Product

  • 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

  • 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