¶ Tools
We have created a number of tools to help you manage your Wealth and your Altoo Wealth Platforms.
Click on the tools icon, located on the top right corner to select different pages.
¶ Messages
We have created a secure communication platform for sharing sensitive information amongst your trusted partners and your Altoo representatives in order to reduce the risk of losing or exposing sensitive data.
Messages are available on your Altoo Wealth platform as well as on your mobile app.
¶ Tasks
Keep on top of your Wealth management agenda using Tasks to create a to do list and see when shared tasks have been completed.
¶ Files
You can also securely upload, store and share all of your important documents to your Wealth Platform. You can allocate files to their corresponding wealth items and tag them so they are easier to find and classify.
¶ Monitoring
You can set and manage rules to monitor the price, performance and value of any of your wealth items and you can see which of those monitoring rules have been breeched.
¶ My Settings
In this section you will find all the necessary account information an control all your settings in one place
¶ Logout
We recommend that you log out of the Altoo Wealth Platform when you have finished your session.