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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
Finaxus represents a new era of financial intelligence, distinguishing itself from traditional portfolio trackers, robo-advisors, and brokers by functioning as an independent financial sentinel that vigilantly observes your portfolio, watchlist, and the broader market around the clock. This includes monitoring prices, earnings, news, macroeconomic updates, fundamentals, technical indicators, and on-chain activities. Its primary mode is one of quietude, remaining silent until something significant occurs, at which point it communicates with you through your preferred messaging platform. By integrating financial information from various sources, including portfolios, brokers, watchlists, and market events, Finaxus intelligently analyzes what factors could impact the assets you own. Users have the flexibility to establish price targets, percentage movements, or earnings dates through a simple message, and Finaxus diligently tracks these parameters until they are met. Additionally, it provides insights into the reasons behind market shifts, assesses portfolio exposure, forecasts potential earnings misses before they are reported, identifies upcoming events that could influence current holdings, and conducts thorough analyses. Ultimately, Finaxus empowers investors with actionable intelligence and timely notifications that enhance their decision-making capabilities.
API Access
Has API
API Access
Has API
Integrations
Alpaca
Binance
Bybit
Claude
Coin Metrics
CoinGecko
Coinbase
FRED
Finnhub
Gate.io
Integrations
Alpaca
Binance
Bybit
Claude
Coin Metrics
CoinGecko
Coinbase
FRED
Finnhub
Gate.io
Pricing Details
Free
Free Trial
Free Version
Pricing Details
$8.99 per month
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
Finaxus
Country
United States
Website
finaxus.ai/
Product Features
Product Features
Alternatives
Alternatives
No Alternatives
