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Related Products
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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.
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WealthEngine:
About
The WealthEngine Platform leads the market in delivering the best wealth intelligence and prospect research. When you’re using The WealthEngine Platform, you’re finally getting the insights you need to find, understand and engage wealthy prospects.
Know your prospects, donors and customers better than you ever thought possible. The WealthEngine 9 platform applies machine learning to half a trillion data points, creating 250 million pre-scored profiles with over 5 million refreshes weekly to give you detailed insights into an individual’s propensity, capacity, and intent to engage with your organization – all available via API. Find your best prospects and expansion opportunities using insights from the industry’s first donor pyramid and wealth modeler that automatically segments your contacts. Prioritize and personalize your outreach based on net worth, giving capacity, donation history, investible assets, propensity to donate, invest and spend, and much more – right from your CRM.
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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
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WealthEngine:
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
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Altoo:
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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WealthEngine:
Audience
Nonprofit fundraisers
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Altoo:
Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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WealthEngine:
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Altoo:
API
Offers API
Not Supported
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WealthEngine:
API
Offers API
Not Supported
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Altoo:
Screenshots and Videos |
WealthEngine:
Screenshots and Videos |
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Altoo:
Pricing
Free
Free Version
Supported
Free Trial
Not Supported
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WealthEngine:
Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Altoo:
Reviews/
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WealthEngine:
Reviews/
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Altoo:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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WealthEngine:
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Altoo:
Company InformationAltoo
Founded: 2017
Switzerland
altoo.io
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WealthEngine:
Company InformationWealthEngine
Founded: 2000
United States
www.wealthengine.com
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Altoo:
Alternatives |
WealthEngine:
Alternatives |
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WealthEngine:
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WealthEngine:
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Altoo:
Categories |
WealthEngine:
Categories |
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WealthEngine:
Lead Management Features
Activity Tracking
Not Supported
Campaign Management
Not Supported
Lead Capture
Not Supported
Lead Distribution
Not Supported
Lead Nurturing
Not Supported
Lead Scoring
Supported
Lead Segmentation
Supported
Pipeline Management
Not Supported
Prospecting Tools
Supported
Source Tracking
Not Supported
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Altoo:
Integrations
Charityproud
Not Supported
StratusLIVE
Not Supported
Tessitura
Not Supported
Total Community Manager
Not Supported
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WealthEngine:
Integrations
Charityproud
Supported
StratusLIVE
Supported
Tessitura
Supported
Total Community Manager
Supported
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Altoo:
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WealthEngine:
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