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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

Effortlessly implement intricate models while easily overseeing asset allocations throughout various portfolios. Efficiently manage order flow across diverse custodians as well as different asset and security categories. Attain Simple Tax Alpha through effective Tax Harvesting and Location Optimization strategies. Maintain a clear overview of cash balances with robust yet straightforward tools designed for daily cash management and intra-day cash oversight. Seamlessly connect with a broad range of portfolio accounting, reporting, custodian, and execution systems. The features are meticulously crafted to guarantee trading compliance and precision in data accuracy. BlazePortfolio® specializes in providing streamlined, user-centric trade management solutions tailored for investment managers, RIAs, wealth managers, broker-dealers, family offices, and industry collaborators. Effortlessly manage order flow across various custodians and security types while keeping a close watch on cash balances with efficient tools for daily and intra-day cash oversight. By implementing complex models, you can effortlessly monitor asset allocations across your portfolios with confidence and clarity.

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

No price information available.
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

Altoo

Founded

2017

Country

Switzerland

Website

altoo.io

Vendor Details

Company Name

BlazePortfolio

Founded

2005

Country

United States

Website

www.blazeportfolio.com

Product Features

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Alternatives

Alternatives

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