Altoo Case Study

Multi-Family Office hits the ground running and free of “Manual Process Debt” with Altoo

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Multi Family Offices

Increasing volatile financial markets combined with increasing client expectations are challenges all Multi Family Offices face. The traditional model of regular reviews with clients about wealth and strategy is becoming outdated as new generations demand a more modern approach, more transparency and access to information anytime and from everywhere.  There are plenty...

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by Altoo
| 02/01/2025 12:00:00

When planning the 2022 launch of multi-family office ALBAPAZ, co-founders Dominik Unger and Daniel Schaller prioritised entrepreneurial families’ rising needs for comprehensive wealth visibility – and the “manual process debt” that many family offices carry due to spreadsheet dependence. After carefully evaluating the digital wealth management platforms available on the market, they partnered with Altoo early on to give all their clients streamlined, holistic, and spreadsheet-free insights into their wealth and portfolios from the outset of their relationships with ALBAPAZ.

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