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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

By harnessing actionable insights from various connected data sources, we develop user-friendly visualizations and reports that provide a comprehensive overview of your business within a single dashboard. This allows you to make informed decisions effortlessly. Engage in real-time discussions and comments directly within the Dasheroo platform, ensuring your team remains focused on achieving results. Receive instant group alerts when any chosen metric crosses a predefined threshold, enabling quick responses to changes. Easily identify correlations and causations across a range of data providers at a glance. You can also set up recurring email distributions for dashboards or export them in PDF and PNG formats. Tailor individual dashboards by scheduling their timing, then relax and watch the insights unfold. Plus, you can import your own internal or custom data sources seamlessly using our JSON and Push API Webhooks, ensuring a fully integrated experience. With these features, optimizing your business operations has never been more streamlined.