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.

• Consolidate bankable and non-bankable assets from multiple banks and custodians
• Generate automated consolidated reports for any period
• Monitor portfolios with customisable alerts on allocation, balance, and performance
• Manage private equity investments including vintages, commitments, and direct investments
• Provide secure stakeholder access and in-platform communication
• Support succession planning by gradually onboarding family members to the platform

• Daily-updated consolidated wealth dashboard across all asset types
• Private equity reporting module with vintage analysis and J-curve tracking
• Automated monitoring and alert rules for key wealth indicators
• Granular, role-based stakeholder access provisioning
• Secure in-platform messaging and document sharing
• Mobile app with authentication factor and portfolio access
• Manual data curation support for non-bankable assets
• Liquidity planning and cash flow forecasting tools
• Succession and legacy planning features for multi-generational families
• Zero lead-time digital reporting for family office teams

Built for Single Family Office (SFO), Multi Family Office (MFO), Private Wealth Owners / Principals, Advisors / Wealth Advisors (RIA).

As a SaaS provider, we do not offer customisation as such, but we constantly improve the Altoo Wealth Platform in Co-Creatorship with our clients.Usually, we release every 2 weeks new features.

Dedicated Curator assigned to each client relationship for data quality assurance and manual data handling support.