Altoo Case Study

How did a multi-family office avoid all "Manual process debt"

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Altoo For Private Wealth Owners

The Altoo Wealth Platform has been created from the ground up to alleviate problems and provide you with an intuitive interface to your total wealth. Designed to give you peace of mind that you trust and understand your data so that you can confidently make clear decisions from it. The platform...

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by Altoo
| 15/01/2025 13:00:00

In Family Offices, spreadsheets are a common "tool of the trade" often considered a necessary evil.

But the founders of Multi-Family Office ALBAPAZ AG envisioned a more streamlined approach to monitoring and reporting.

This approach would reduce time spent on tedious tasks like data entry, formula checks, and complicated presentations. It would maximise the time they had for what truly mattered: a superior client experience built on transparency and comprehensive wealth insights.

By launching with the Altoo Wealth Platform from day one, ALBAPAZ has realised this vision for every wealth owner they serve.

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