Altoo

Family offices managing wealth across multiple banks, asset classes, and generations face a structural problem: the data lives everywhere and the picture lives nowhere. Altoo, a Swiss-built SaaS platform, positions itself as the answer by consolidating bankable and non-bankable assets into a single, daily-updated view. The platform is developed and hosted entirely in Switzerland, a deliberate infrastructure choice that signals its intended clientele and their expectations around data sovereignty.

Altoo serves private wealth owners, single family offices, multi-family offices, trusts, foundations, and private bankers. For a multi-family office, the platform consolidates client portfolios from multiple custodians, automates reporting, and replaces insecure email and spreadsheet workflows with a closed, permissioned communication environment. Stakeholder access is granular: an external advisor can be granted read-only visibility into selected assets without seeing the full picture. A dedicated Curator from Altoo’s team handles manual data entry for non-bankable assets, which matters when private equity, real estate, and direct investments are a growing share of the portfolio.

Key capabilities include:

• Private equity reporting with vintage analysis, J-curve tracking, and commitment management
• Automated monitoring and alerts based on individually defined rules for allocation, balance, and performance thresholds
• Multi-factor authentication including a mobile app used as an authentication factor
• Secure in-platform messaging and document sharing replacing email for sensitive communications
• Succession planning tools that allow family members to be introduced gradually to the platform

Altoo has been cited by Forbes among top family office software providers for three consecutive years. Pricing is not publicly disclosed, and prospective clients must engage directly to obtain commercial terms. Firms seeking a single-country or single-custodian setup may find the platform’s depth of features more than required for their operational needs.