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Altoo AG

Summary

About the company

The company offers a platform for digital wealth management, particularly for private clients, single family offices, trusts and foundations, private bankers and asset managers, as well as multi family offices. The core activities include consolidation, analysis, reporting, data security and services in the field of wealth management.

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Industry:Software Development

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Altoo Wealth Platform

Digital wealth platform for wealth owners, families, single family offices and multi family offices; consolidates bank and non-bank assets, analyses performance and generates reporting.

Wealth Management Platform

Wealth-management solution for private wealth owners; supports an overview of assets, secure sharing of documents and data, mobile use, collaboration and reports.

Asset Consolidation

Consolidates bankable and non-bankable assets, liabilities, portfolio and transaction data in a single overview; shows ownership structures and performance.

Wealth Analysis

Analyses of performance, costs, benchmarks, risks, cash flows and investment development; supports liquidity planning, decision-making and an outlook on future developments.

Smart Notifications

Monitors allocations, account balances, movements and watchlists; triggers rules, alerts and notifications for defined thresholds and risk factors.

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Altoo AG

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Altoo AG

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