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The traditional model of regular reviews with clients about wealth and strategy is becoming outdated as new generations demand a more modern approach, more transparency and access to information anytime and from everywhere.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 high- quality software solutions designed to support your internal processes.

However, when it comes to client communication most of these solutions are very limited.

They lack a holistic approach to total wealth and often have restricted reporting functionalities and an unintuitive interface.

The Altoo Wealth Platform is different. It’s a secure digital home for your client’s wealth which is designed and built with their needs in mind.

Which will allow you to securely collaborate with and serve your clients while at the same time freeing more of your resources to concentrate on providing trusted advice.

Our platform is Software as a Service, so you won’t need to build up any additional IT-resources. Meaning you can deliver an improved service via the Altoo Wealth Platform very quickly.

And to make integration smoother, you can choose to use your existing portfolio management systems as a data source or consolidate data directly via a connection to your custodian banks.