Knowledge is Power, but knowing your wealth can become complex very quickly if you have bank portfolios, real estate, investments in start-ups, private market holdings, and ‘beautiful’ assets, as well as deal with multiple partners - wealth is not easy to control or keep a transparent overview of.
To add to that complexity, these assets all come with countless documents, contracts and certificates that all need to be filed and this can become very tedious and time-consuming.
So, how do you keep everything under control and not lose track of your wealth?
That is where Altoo comes in.
The Altoo Wealth Platform can capture all of your wealth and belongings that are important to you. Automatically keep your bank data up to date. It can store all of those important documents, from a contract up to a single bill for a roof renovation, right where they belong - next to and connected to your assets. Allowing you to give selective access to your trusted partners. And all of this can be done very securely, on a platform developed and hosted in Switzerland
Our mission is “Simplicity for complex wealth”, and to ensure our platform is simple to use, everything we develop is made with love and in cooperation with our users.
