Altoo Case Study

Swiss business leader gains 360° view of total wealth beyond tax season

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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
| 23/01/2025 12:00:00

As the owner of a management consultancy, Toni Köhli helps successful Swiss companies overcome financial challenges. With over 25 years of C-level experience in the digital economy, he currently serves on the boards of directors of companies in the robotics, industrial automation, software-as-a-service, horticulture, and auditing and fiduciary services industries.

When turning his CFO’s eye to his own finances, Toni realised that using spreadsheets to track his personal business cash flows and diversified investment portfolio was giving him poor ongoing visibility of his wealth and was wasting too much of his valuable time.

As an award jury member at the 2020 Swiss Economic Forum, Toni reviewed Altoo and was so impressed that he soon turned to the company for help in making his life easier.

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