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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.
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About
If you’re a wealth advisor, we enable you to manage every portfolio as if it were your only portfolio, with a level of customization and tax management that was once the exclusive preserve of the ultra-wealthy. Review every account, every day, for tax management opportunities. This includes tax-loss harvesting, the short-to-long term gains deferral, permanent gains deferral, tax-sensitive transition. Adjust the tax management preferences for each client based on their tax rates and set a tax budget. At the account and household level, add any level of customization on the target asset allocation they are following. Allocation weights, product mix, sector and security restrictions, and social screens. Have the ability to customize for specific client requests. Say yes to tax management and social screens. Proactive, not reactive. We work with you to automate your workflow to match your practice and support your growth.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Trusted wealth advisors wanting a tool to manage their global assets, track performance, automate insights, and collaborate seamlessly on complex wealth management
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Audience
Portfolio management solution for companies
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
Free
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAltoo
Founded: 2017
Switzerland
altoo.io
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Company InformationSmartleaf
Founded: 1999
United States
www.smartleaf.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Investment Management Features
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
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Integrations
No info available.
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Integrations
No info available.
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