The Altoo Wealth Platform empowers wealthy individuals and their families to consolidate and interact intuitively with their total wealth. Our solution goes beyond data aggregation and reporting. It is a secure digital home for your total wealth, carefully designed to make daily use intuitive and help you understand and manage the most important and complex aspects of your wealth.

Have transparency over your total wealth – always
In order to take the right decisions and always have a full overview, we provide 24-7 access to your total wealth. Providing you with daily updated, always available access to your consolidated total wealth (bankable and non-bankable assets) and performance data.

Understand your wealth - intuitively
Today’s wealth reports are often unnecessarily complex and cumbersome. The Altoo Wealth Platform is the first wealth management technology designed and built for you as a wealth owner. A new design approach brings you simplicity by avoiding the more technocratic and complex industry communication standards leading to increased understanding, better control and decision making.

Create a legacy
Working with multiple banks and multiple asset categories creates complexity. The Altoo Wealth Platform can connect your most important wealth information, documents and related contacts, with your assets and log changes over their lifetime. You can gradually introduce and involve your family members to your Wealth Platform to prepare a smooth transition of assets.

Enable your wealth to think and speak
Automated monitoring and alert functionalities provide you with peace of mind by constantly checking key indicators like total asset allocation, account balances or asset performances. All according to your individually defined rules.

Have your own secure communication platform
Involve your network of family members and trusted partners. Stakeholder access provisioning and management (individualized access rights – e.g. partial, read-only access for an external advisor on selected assets) allows you to create a closed user ecosystem to securely share messages and documents within your network avoiding less secure channels like emails.

Access your data on the go
Interacting with wealth data on the go becomes increasingly important in today’s digital world. Besides serving as an authentication factor, our mobile app provides access to the parts of your wealth chosen by you, secure communication with your network and investment monitoring alerts.

Rely on Altoo support, if you need it
Our team of Curators ensure our high data quality standards are met anytime and support you with manual data handling (esp. for non-bankable assets) if required.

Rest assured your data is safe in Switzerland
Information security is a key element of our wealth platform and one we are committed to continuously invest in to ensure that your data has the highest level of protection. To this end, our platform is produced, hosted and resides only in Switzerland.