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.
Download the success story by clicking the image below.