Altoo WealthEngine

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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.
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.
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
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
Altoo:

Audience

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

Audience

Nonprofit fundraisers
Altoo:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
WealthEngine:

Support

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

API

Offers API Not Supported
WealthEngine:

API

Offers API Not Supported
Altoo:

Screenshots and Videos

WealthEngine:

Screenshots and Videos

Altoo:

Pricing

Free
Free Version Supported
Free Trial Not Supported
WealthEngine:

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
WealthEngine:

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
WealthEngine:

Training

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

Company Information

Altoo
Founded: 2017
Switzerland
altoo.io
WealthEngine:

Company Information

WealthEngine
Founded: 2000
United States
www.wealthengine.com
Altoo:

Alternatives

WealthEngine:

Alternatives

iwave

iwave

Kindsight
Altoo:
WealthEngine:
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WealthEngine:
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WealthEngine:
Altoo:

Categories

Family Office Supported
WealthEngine:

Categories

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
Altoo:

Integrations

Charityproud Not Supported
StratusLIVE Not Supported
Tessitura Not Supported
Total Community Manager Not Supported
WealthEngine:

Integrations

Charityproud Supported
StratusLIVE Supported
Tessitura Supported
Total Community Manager Supported
Altoo:
Claim Altoo and update features and information
Claim Altoo and update features and information
WealthEngine:
Claim WealthEngine and update features and information
Claim WealthEngine and update features and information