One of the most significant advantages of wealth management platforms is centralized access to financial information. Users get a dashboard where they can get a comprehensive overview in a single place.
In the survey, 93% of respondents listed “viewing all assets in one place” among the reasons they were drawn to Altoo, and also one of the top benefits they receive. Altoo provides a secure, comprehensive digital management platform with an intuitive interface that lets clients keep track of their total wealth.
Data is aggregated daily for both bankable and non-bankable assets such as private equity, real estate, and other investments — plus, the platform offers additional features including secure document storage, monitoring and reports. If clients want to track investments such as collectibles, you can attach photos and purchase receipts for easy access. This also comes in handy in the event you need to provide information for insurance: with Altoo you can easily find all that information in one place. Take advantage of dynamic visualizations, making it easier to understand your investments and make informed decisions. And, you can easily generate dynamic, simple-to-understand reports based on data from all areas of your total wealth.
One client described Altoo as, “The tool you have always been looking for. All bankable and non-bankable assets and related documentation in a secure, up-to-date and accurate place, easy to access.”
