**Altoo**
Developed and hosted in Switzerland, Altoo provides Swiss precision through intuitive wealth data aggregation and monitoring.
A family office requiring consolidated reporting, data aggregation across both bankable and non-bankable assets, and secure collaboration functionality will benefit from the simplicity and control offered by the Altoo Wealth Platform.
The Altoo Wealth Platform supports family offices by doing the heavy lifting of wealth data consolidation and delivering elegant, state-of-the-art, daily updated digital reporting. This frees up internal resources, allowing the family office to focus on its role as trusted adviser to the family.
**Key Features**
Secure document management
Alerts and notifications
Future cashflow reporting, providing an aggregated overview of all upcoming liquidity events
Transactions reporting across all asset classes
Asset allocation monitoring
Wealth item tagging to enhance portfolio oversight
Altoo’s transactions report enables family offices to analyse activity across asset classes, while its monitoring tools provide a clear and structured overview of wealth.
**Technology & Implementation**
Altoo is a SaaS solution with a short onboarding and implementation timeline. Users gain immediate access to the platform upon onboarding. In addition, Altoo offers strong API coverage with custodian banks, enabling automated data feeds where available.
**Pricing Model**
Altoo’s pricing is modular and focuses on **complexity rather than volume**. Complexity is primarily driven by the number of custodian banks to be connected and, secondly, by any outsourced services selected, such as data handling for non-bankable assets.
**What Do GPFO Say?**
For family offices that would benefit most from a simple, intuitive user interface for aggregating and monitoring wealth.
