HelioScope

HelioScope

Folsom Labs
+
+

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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

A web-based sales and design tool for solar professionals with the power to completely reshape your proposal generation process. From its robust 3D design engine and bankable energy yield simulator to its detailed financial calculator and drag-and-drop proposal editor; HelioScope makes responding to customer requests fast, easy, and bankable. We provide 3D design, rapid proposals, bankable simulations, unlimited designs, live support, single line diagrams, automatic cad export, one-click sharing, up to 5mw systems, 45,000 component library and global weather coverage and pan file support.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Solar design software that helps companies with 3D designs

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

Free
Free Version
Free Trial

Pricing

$79 per month
Free Version
Free Trial

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

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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Altoo
Founded: 2017
Switzerland
altoo.io

Company Information

Folsom Labs
Founded: 2011
United States
www.helioscope.com

Alternatives

Alternatives

RatedPower

RatedPower

Enverus
PVCAD Mega

PVCAD Mega

PVComplete

Categories

Categories

Solar Features

2D/3D Drawing
Analytics / Reporting
Bill of Materials
CMMS
Estimating
Field Service Management
Permitting
Preventive Maintenance
Proposal Management
PV Animation
Solar Design
Solar Maintenance Management
Solar Monitoring
Solar Project Management
Solar Sales / CRM

Integrations

No info available.

Integrations

No info available.
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Claim Altoo and update features and information
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