Addressing family offices’ top three investment monitoring challenges

Data Management & Analysis Digital Platforms & Tools

27th February 2024

In today’s increasingly digitalised financial landscape, all forward-thinking wealth professionals face a shared set of challenges in consolidating, analysing, and visualising data as they monitor investments. For family officers, in...

Digital wealth management solutions for trusts and foundations

11th December 2023

These organisations, which previously relied on traditional financial management systems, are now implementing digital solutions to improve efficiency, accuracy, and client satisfaction. The purpose of this article is to investigate...

Why are independent asset managers important for affluent families

Business Strategy & Advisory Technology Strategy & Consulting

18th October 2023

New generations challenges UHNW families clearly seek a legal structure that enables them to not only preserve their wealth but also to pass on their wealth in a thoughtful manner. The...

Private banking in Europe: visible growth and challenges

Business Strategy & Advisory Digital Platforms & Tools

12th October 2023

"It's Europe's time to shine" - these are the words of Robert Cielen, Head of International Wealth Management Europe at Credit Suisse, told the Euromoney specialised edition a year ago....

The Metaverse: your guide to the next Internet revolution

Business Strategy & Advisory Market & Business Infrastructure

9th August 2023

A new buzzword is sweeping the financial and technology sectors: the Metaverse. Banking giants Goldman Sachs, Morgan Stanley, and Citi consider this phenomenon, along with the underlying Blockchain technology, to...

Interview with Altoo's CEO Ian Keates

18th July 2023

Empower your wealth management with Altoo’s intuitive Wealth Platform In today’s quick-paced society, time is truly a luxury that not many can afford to spare. For those whose wealth surpasses the general...

Private equity – Reporting beyond J-curves

Client Engagement & Management Digital Platforms & Tools

14th June 2023

Introducing our private equity reporting module We are delighted to announce the launch of our latest feature: Private Equity reporting. Designed to equip you with a comprehensive set of tools and metrics...

Property asset management software

Digital Platforms & Tools Investment Platforms & Tools

27th February 2023

Benefits of property asset management software to simplify complex wealth When part of your complex wealth portfolio is made up of real estate, it is essential to track your property value...

Wealth management reporting software

Digital Platforms & Tools Document Management & Storage

24th January 2023

Benefits of wealth management reporting software for UHNWI’s The majority of Ultra High Net Worth Individuals (UHNWIs) understand that it is important to diversify your portfolio. Rather than keeping all your...

Inheritance planning is top of mind for many high-net-worth investors

Digital Platforms & Tools Portfolio Build, Analysis & Reporting

9th December 2022

In a recent survey report released by UBS*, one of the world’s largest wealth managers, it is revealed that many investors simply are not taking the actions necessary to ensure...

Liquidity Planning – Understand and plan your future cash flows

Digital Platforms & Tools Portfolio Build, Analysis & Reporting

30th November 2022

Introducing Liquidity Planning Over the last few months, we have been working towards making it easier for you to understand your current liquidity and to support you in planning your future...

Benefits Of Financial Planning Software For Family Office

Digital Platforms & Tools Family Office

26th October 2022

Lack of clarity and transparency around financial planning is an issue many organisations have to deal with, but family offices have an extra layer of complexity. A typical family office...

Security for complex wealth

Cyber & Network Security Digital Platforms & Tools

19th September 2022

Understanding security management A feasible analogy to understand security management is to look at it as a multi-layered approach from the exposed outer skin to the most protected inner core. Security...

Secure key stores at Altoo

Cyber & Network Security Digital Platforms & Tools

16th September 2022

At Altoo, we help wealthy private individuals to keep track and control of their assets. With a larger amount of wealth comes complexity: our customers have multiple e-banking relationships. They...

Open banking – underestimated by banks

Digital Platforms & Tools Portfolio Build, Analysis & Reporting

8th June 2022

Open Banking is an umbrella term used to describe technology that allows clients of banks (or accredited third parties) to access client data (e.g. transactions and holdings) or services of...

Managing complex wealth: Spreadsheets were yesterday, wealth platforms are the future

Digital Platforms & Tools Portfolio Build, Analysis & Reporting

19th January 2022

Do you remember the days in private banking, when everyone had just one bank account and one adviser? Even for most average banking customers, those days are long gone. And...

Benchmark your returns with indices

Digital Platforms & Tools Portfolio Build, Analysis & Reporting

16th December 2021

Introducing benchmarking Over the last few weeks, we have started to roll out a much anticipated new feature: Benchmarking. And we are pleased to announce that this is now fully available! This...

Modern Tools in Wealth Management

4th June 2019

Managing wealth becomes increasingly complex. Besides a growing variety of investment opportunities, clients more and more pursue to choose best-in-class solutions leading to an increasing number of stakeholders. For service...