¶ My Settings
In this section you will find all the necessary account and control settings information in one place. Click on the tools icon in the top right corner to select the different pages.
¶ My Overview
On this page you can rearrange different section of your overview page by using the arrows to move positions, show or hide them.
¶ Users
In this section you can manage all users and access rights.
¶ Security
In this section you can add and manage all your security relevant topics.
Here you can add and manage your mobile devices, change your passwords and maintain your certificate.
¶ Benchmarks
In this section you can add and manage all your individual benchmarks.
¶ Custodians
In this section you can add and manage your custodian banks.
¶ Tags
In this section you can add and manage all your item and document tags.
¶ Categorisation
In this section you can add and manage all your categorisation information.
Here you can switch between Sectors, Income and Expense categorisations.
¶ Help and Feedback
In this section you will find contact information and useful links to help navigate the Altoo Wealth Platform.
