Altoo

Altoo is a premier SaaS platform designed to simplify and secure wealth management for private wealth owners, single family offices, trusts, foundations, private bankers, asset managers, and multi-family offices. Founded and hosted in Switzerland, Altoo aggregates wealth data from multiple sources to provide comprehensive analysis, performance reporting, and intelligent insights. The platform ensures users have 24/7 access to their total wealth, including bankable and non-bankable assets, enabling better control, understanding, and decision-making.

Altoo’s intuitive design and advanced technology eliminate the complexity often associated with wealth management, offering tools for automated monitoring, alert functionalities, and secure communication within a closed user ecosystem. The platform allows for detailed analysis of private equity investments, comparison of multiple assets, and seamless management of wealth across various categories. Altoo’s commitment to information security ensures the highest level of data protection, making it a trusted digital home for managing and understanding complex wealth portfolios.

Services:

Altoo provides a wealth management platform that offers data consolidation, in-depth analysis, intelligent insights, data security, and specialized services for various client segments. The platform supports comprehensive wealth analysis and performance reporting, with real-time access to updated data.

Industries Served:

• Private Wealth Owners

• Single Family Offices

• Trusts and Foundations

• Private Bankers and Asset Managers

• Multi-Family Offices

Core Values:

• Simplicity

• Security

• Transparency

• Innovation

• Customer-Centricity