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Description

Engage in the same wealth-building ventures as the wealthy elite and institutional investors, now available to you with lower minimum investment thresholds. Since the year 2000, private equity investments have consistently outperformed their public market counterparts by an average of 10% annually. A growing number of investors are now tapping into private markets, making it essential for your portfolio to include a healthy mix of both public and private investments, ideally with 30% dedicated to private avenues. Take control of your financial path by selecting from a variety of investment strategies tailored to meet diverse objectives, including savings, retirement, and legacy planning. By investing in fractional shares, you can create a comprehensive portfolio that meets your financial goals. ADDX is revolutionizing access to private markets, allowing you to construct a modern portfolio that is well-diversified across multiple wealth-building opportunities. By enabling investments in smaller amounts, you can broaden your investment options while effectively managing risk and enhancing potential rewards. This innovative approach opens doors to a wealth of possibilities that were once reserved for a select few.

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.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

Free
Free Trial
Free Version

Pricing Details

Free
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

ADDX

Country

Singapore

Website

addx.co/en/index.html

Vendor Details

Company Name

Altoo

Founded

2017

Country

Switzerland

Website

altoo.io

Product Features

Product Features

Alternatives

Alternatives