Audience
Trusted wealth advisors wanting a tool to manage their global assets, track performance, automate insights, and collaborate seamlessly on complex wealth management
About Altoo
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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Pricing
Starting Price:
Free
Free Version:
Free Version available.
Integrations
No integrations listed.
Company Information
Altoo
Founded: 2017
Switzerland
altoo.io
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Product Details
Platforms Supported
Cloud
iPhone
iPad
Android
Training
Documentation
Live Online
In Person
Videos
Support
Phone Support
24/7 Live Support
Online
