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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

The Altoo Wealth Platform offers a sophisticated solution for affluent individuals, single and multi-family offices, trusts, foundations, private bankers, and asset managers, enabling them to effortlessly consolidate and engage with every facet of their overall wealth in an easy-to-use manner. It compiles transaction and portfolio information, along with both bankable and non-bankable assets, from a vast network of over 500 custodians and more than 3,000 non-custody banks, integrating market data and insights on private equity and dividends, while ensuring complete automation of reconciliation, data matching, and providing daily performance and allocation updates. The platform visualizes over 40 different asset types and monitors various financial liabilities, including rental income, collectibles, real estate, and private investments, all while permitting users to attach relevant documents and images to specific assets. Enhanced reporting capabilities feature customizable dashboards, interactive charts, watchlists, and automated notifications regarding allocation changes, account balances, gains or losses, and significant threshold events. Additionally, the user-friendly interface ensures that all wealth management activities are accessible and manageable at any time, making it a comprehensive tool for financial oversight.

Description

Craft distinctive digital experiences fueled by instantaneous financial data and insights. Gain access to a versatile write-once read-many data stream encompassing all major custodians, and take advantage of easy-to-integrate white-labeled features for billing, reporting, and additional services. By establishing new distribution pathways, you can unlock your firm's full growth capabilities. Enhance back-office efficiency through consolidated portfolio management, automated reporting, and straightforward fee billing processes. As the industry's sole fully API-first, multi-custodial software and data aggregation platform designed by developers specifically for developers, BridgeFT’s WealthTech API simplifies your development processes while continuously evolving with cutting-edge technology. This WealthTech-as-a-service platform presents a unified, open API that provides trade-ready, multi-custodial data, sophisticated analytics, and vital applications. It also facilitates the aggregation of multi-custodial held away assets and third-party application data, ensuring comprehensive financial oversight. By embracing this innovative approach, firms can significantly elevate their operational efficiency and data management strategies.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Plaid No 

Integrations

Plaid Yes 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Altoo

Founded

2017

Country

Switzerland

Website

altoo.io

Vendor Details

Company Name

BridgeFT

Country

United States

Website

www.bridgeft.com

Product Features

Alternatives

Alternatives

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