Altoo Complex Interests

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Altoo:

About

Altoo Wealth Platform empowers wealthy individuals, single- and multi‑family offices, trusts, foundations, private bankers, and asset managers to seamlessly consolidate and interact with all aspects of their total wealth in a simple and intuitive way. It aggregates transaction and portfolio data, bankable and non‑bankable assets, from over 500 custodians and 3,000+ non‑custody banks, plus market data and private equity/dividend info, delivering fully automated reconciliation, matching, and daily-updated performance and allocation insights. It visualizes 40+ asset types and tracks liabilities, rental income, collectibles, real estate, and private investments while allowing the attachment of documents and images to assets. Intelligent reporting features include customizable dashboards, dynamic charts, watchlists, and automated alerts on allocation drifts, balances, gains/losses, and threshold events.
Complex Interests:

About

The family manages one or more operating businesses, typically has commercial real estate in its portfolio to support its business operations, holds passive investments in other related businesses, maintains inter-entity loans and/or guaranties, and collects personal assets of value (e.g., art, automobiles). The family wealth creator has passed on, and the family's legacy holdings are now managed by the second generation. The wealth creator's children have leveraged the family's assets to create businesses of their own and make investments of interest to them. A robust estate plan exists to benefit the third generation and beyond. Management of the family foundation demands more focus than during generation one. Family wealth was generated through a significant liquidity event and is held in a myriad of trusts for children and grandchildren. The family invests its cash in a diverse portfolio that favors direct and alternative investments.
Altoo:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported
Complex Interests:

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Altoo:

Audience

Trusted wealth advisors wanting a tool to manage their global assets, track performance, automate insights, and collaborate seamlessly on complex wealth management
Complex Interests:

Audience

Professionals in need of a solution for stewardship of complex family wealth
Altoo:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
Complex Interests:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported
Altoo:

API

Offers API Not Supported
Complex Interests:

API

Offers API Not Supported
Altoo:

Screenshots and Videos

Complex Interests:

Screenshots and Videos

Altoo:

Pricing

Free
Free Version Supported
Free Trial Not Supported
Complex Interests:

Pricing

$2000.00/year
Free Version Not Supported
Free Trial Not Supported
Altoo:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Complex Interests:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Altoo:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported
Complex Interests:

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Supported
Altoo:

Company Information

Altoo
Founded: 2017
Switzerland
altoo.io
Complex Interests:

Company Information

Complex Interests
Founded: 2012
United States
complexinterests.com
Altoo:

Alternatives

Complex Interests:

Alternatives

FamilyWealthGuru

FamilyWealthGuru

FACT Software Group
Altoo:
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Altoo:

Categories

Family Office Supported
Complex Interests:

Categories

Estate Planning Supported
Family Office Supported
Altoo:

Integrations

No info available.
Complex Interests:

Integrations

No info available.
Altoo:
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