Client installation and access is provided within 24h. However, the timeframe for connection your bank data depends on how fast the paperwork with your banks can be completed. Usually, this process takes between 1-4 weeks.
Additional users which are added to an existing client can be onboarding within a few hours.
- Contract: Sign contract with Altoo
- Access: Within 24h we will establish access to the platform and you can start to input your non-bankable assets (with our support)
- Bank Connectivity: Define which custodian banks shall be connected, and we will prepare an onboarding package, which you can sign to initiate the data-feed with your banks.
Yes, of course. The onboarding process is supported by Altoo employees (usually via video calls).
Please find the custodian banks overview here.
Any kind of assets. Bankable, non-bankable, liquid and illiquid assets. Whatever is of value to you, you can put it on the platform.
Before adding large amounts of assets and data into the platform, we recommend creating the required structures, portfolios and accounts, this will allow you to organise and find any wealth item more easily. We can provide training and education here and are always happy to help.
For bankable assets where we have established a connection to the custodian banks, data are updated daily. For all other assets data is updated manually by either a user or by Altoo on the request of the client.
Yes, this is a standard functionality, which is very handy when looking at performance, income and costs of assets.
Yes, multiple users can be added to the platform to work on the same wealth. The client defines the access rights of each user, i.e. which part of the wealth the user can view and whether the user can make changes. The user rights can be amended at anytime by the client.
- We offer you a totally new experience to achieve transparency and interact with your total wealth
- Time is money. Leave tedious consolidation and controlling exercises behind you and focus on more important things
- Knowledge is power. Take the right decisions, based on up to date wealth information, where ever and whenever you want
- Trust your partners but verify. Regain control over your assets and keep track of your service provider's activities
- Keep your data safe. Regain ownership of your own wealth data and keep it under control and close to you
- Communicate in a secure way. Altoo is also a secure communication platform for sharing sensitive information amongst your trusted partners
Pricing is based on complexity rather than on the asset volume. The complexity is determined by
i) The number of custodian banks you need us to connect, and
ii) Whether you wish to input & maintain the data for non-bankable assets (such as real estate, art, direct business investments) yourself, or you prefer to delegate this task to Altoo's skilled curators.
The annual software license is CHF 10'000 excl. the banking connections.