Altoo Strad Pro

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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.
Strad Pro:

About

Strad Pro is a cloud-based Family Office CRM designed for professional advisors, such as financial advisors, attorneys, tax specialists, and insurance agents, to provide a virtual family office experience for clients at any wealth level. It offers a 360° view of each client’s assets, liabilities, and legal documents, plus centralized task management, customizable workflows, and a secure document center. A shared client-and-advisor portal enables collaborative interaction among all professionals involved. It also includes white-label marketing tools (digital and print) and is SOC 2 Type 2 certified for data security and privacy. Strad Pro empowers advisory teams to coordinate seamlessly, streamline operations, enhance client experience, and expand services by offering family office–style support.
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
Strad Pro:

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
Altoo:

Audience

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

Audience

Advisory teams looking for a tool offering an integrated, family office–level CRM and portal to clients of all wealth strata for enhanced coordination and elevated service delivery
Altoo:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
Strad Pro:

Support

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

API

Offers API Not Supported
Strad Pro:

API

Offers API Not Supported
Altoo:

Screenshots and Videos

Strad Pro:

Screenshots and Videos

Altoo:

Pricing

Free
Free Version Supported
Free Trial Not Supported
Strad Pro:

Pricing

No information available.
Free Version Not Supported
Free Trial Supported
Altoo:

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
Strad Pro:

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
Strad Pro:

Training

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

Company Information

Altoo
Founded: 2017
Switzerland
altoo.io
Strad Pro:

Company Information

Strad Pro
United States
strad.com
Altoo:

Alternatives

Strad Pro:

Alternatives

BITA Risk

BITA Risk

corfinancial
Altoo:
Strad Pro:
Altoo:
Strad Pro:
Altoo:
Strad Pro:
MoneyWare

MoneyWare

Miles Software (EbixCash)
Altoo:
Strad Pro:
Altoo:

Categories

Family Office Supported
Strad Pro:

Categories

Family Office Supported
Financial CRM Supported
Wealth Management Supported
Altoo:

Integrations

No info available.
Strad Pro:

Integrations

No info available.
Altoo:
Claim Altoo and update features and information
Claim Altoo and update features and information
Strad Pro:
Claim Strad Pro and update features and information
Claim Strad Pro and update features and information