FinBursa 360

FinBursa 360

FinBursa Technologies Ltd
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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.

About

FinBursa is the intelligent front-office platform for global private markets, unifying CRM, deal management, document workflows, fundraising, asset sales and opportunity promotion in a white-labelled collaborative environment, with agentic AI embedded across the platform and access to a connected deal database. It enables private-market firms to manage relationships, transactions, documents, fundraising, asset sales and opportunity promotion within one collaborative platform instead of relying on fragmented point solutions. Its agentic AI capabilities operate across the firm’s connected data and institutional context to support analysis, intelligence and execution throughout front-office workflows. FinBursa is designed for professional private market participants seeking institutional-grade infrastructure and configurable workflows that reduce fragmentation, preserve institutional knowledge and help teams execute with greater speed, consistency and control.

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

Platforms Supported

Windows Not 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

Audience

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

Audience

Private equity firms, venture capital firms, investment banks, family offices, advisory firms, syndicates and capital networks managing relationships, deals, fundraising and investor workflows.

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Free
Free Version Supported
Free Trial Not Supported

Pricing

Contact us
Contact us for pricing. Annual subscription, minimum 5 users.
Free Version Not Supported
Free Trial Not Supported

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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Reviews/Ratings

Overall 4.0 / 5

Pros & Cons from Real Users

Pros

  • As a Keiretsu Forum MENA user, we find the platform helpful in keeping our startup opportunities and investment process organized in one place. It makes it easier to onboard startups, collect documents, track deals, and stay connected with founders and our investment team. What we particularly appreciate is having a clear, structured process for reviewing opportunities and keeping all the important information and documents together.

Cons

  • FinBursa 360 provides a good foundation for managing our startup pipeline and investment opportunities. However, more flexibility in customizing workflows to match our internal processes would be helpful.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

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

Company Information

Altoo
Founded: 2017
Switzerland
altoo.io

Company Information

FinBursa Technologies Ltd
Founded: 2024
New York, NY, United States; Dubai, United Arab Emirates
finbursa.com

Alternatives

Alternatives

Allvue

Allvue

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Prospero Suite

Prospero Suite

FINARTIS

Categories

Family Office Supported

Categories

Family Office Supported
Financial CRM Supported
Virtual Data Room Supported

Financial CRM Features

Account Alerts Not Supported
Asset Management Supported
Expense Tracking Not Supported
Household Tracking Not Supported
Influence Tracking Not Supported
Lead Management Not Supported
Marketing Management Not Supported
Relationship Tracking Supported
Team Assignments Not Supported
Territory Management Not Supported

Integrations

Microsoft Outlook Not Supported

Integrations

Microsoft Outlook Supported
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Claim Altoo and update features and information
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