• Altoo AG has introduced a vital cell app improve, offering retain, intuitive get entry to to advanced portfolios for rich people and people workplaces
• The app options intuitive dashboards, enhanced information navigation, watchlists, collaboration equipment like chat and process supervisor, and signals for outstanding portfolio and transaction tracking date on-the-go
• The Altoo Wealth Platform, persistently identified through Forbes for the presen 5 years, serves purchasers in additional than 20 nations with complete wealth research and reporting

ZUG, Switzerland, Oct. 8, 2024 /PRNewswire/ — Altoo AG, a fintech that empowers funding pros, people workplaces, and particular person rich purchasers to very easily keep an eye on their wealth, has as of late introduced a vital improve to its cell app. This enhancement empowers customers to put together knowledgeable monetary choices with higher self belief, date additionally permitting monetary advisors to focal point extra on shopper monetary targets every time and anywhere wanted.

The unedited improve to Altoo’s cell app introduces a dimension of cutting-edge options designed to toughen the virtual wealth control enjoy. Purchasers can now seamlessly get entry to their advanced portfolios anytime, any place, the usage of an intuitive interface.

This improve is a key step ahead tailoring the Altoo Wealth Platform to the regularly elevating wishes of as of late’s subtle, well-diversified traders. Altoo’s virtual platform collects wealth information from numerous resources to bring complete efficiency research and colorful reporting. As a 100% Swiss-developed and hosted SaaS platform, Altoo is understood for its fashionable, retain generation, serving people workplaces, personal people, and wealth managers international. For the presen 5 consecutive years, Forbes has named the Altoo Wealth Platform probably the most ultimate tool answers for households. Serving purchasers throughout 20 nations, the Altoo Wealth Platform additionally trade in outstanding visibility into advanced portfolios, empowering advisors to deal extra actual, data-driven steering to rich purchasers.

“Today’s investors demand immediate access to their portfolios from any location, using an app that’s both secure and user-friendly. Designed for the dynamic user on the go, we are excited to elevate the digital experience with the launch of a new mobile app that delivers a thorough overview of even the most intricate portfolios,” explains Ian Keates, CEO of Altoo AG. 

The unused model of the Altoo cell app trade in a graceful, customizable dashboard that permits customers to view their wealth control methods and portfolio information in a visually enticing layout. Purchasers can navigate thru portfolio buildings, discover asset categories, and monitor efficiency metrics over pace. Moreover, in-app seek capability and watchlists put together monitoring the moment’s maximum noteceable effects rapid and simple. Process control and collaboration equipment permit a retain change with people contributors, people officials and advisors inside the Altoo situation.

Key options of the upgraded Altoo Cellular App come with:

• Complete Portfolio Evaluation: Right away get entry to a whole image of portfolio allocation, efficiency, and adjustments over pace.
• Enhanced Knowledge Navigation: Discover possession buildings and drill ailing through asset category, sector, or particular person securities.
• Watchlist Functions: Simply monitor a watchlist of key portfolio constituents.
• Customizable Insights: Briefly spot related portfolio adjustments and observe the most productive and worst performers.
• Intuitive Seek Capability: Easily seek and navigate wealth pieces throughout a couple of asset categories.

Altoo’s next-generation cell app displays the corporate’s management in virtual innovation, handing over a best-in-class enjoy that gives its purchasers with state of the art equipment for seamless wealth control. At Altoo, we’re dedicated to steady growth of our services and products and offering our purchasers with simplicity for advanced wealth.

Learn some of our case research to be told extra about how the Altoo Wealth Platform is helping our purchasers here.

About Altoo
Altoo AG is a wealth control fintech with headquarters in Baar, Switzerland. The Altoo Wealth Control Platform aggregates wealth information from a couple of resources to bring complete wealth research, efficiency and reporting. Based in 2017, Altoo has been recognised as probably the most ultimate Virtual Society Place of business Softwares in 2023 in step with Forbes Novel and a Supremacy 5 “Growth Start-up” on the Swiss Fintech Awards 2023. Right through its seven years of operation, Altoo established a clientele from over 20 nations and has grow to be an industry-leading supplier of virtual wealth control services and products.

Media Touch:
Alexandra Sabolova 
[email protected]
+41 58 502 25 25

Backup sources:
Corporate site: The Altoo Wealth Platform | Altoo AG
Company Weblog Altoo Insights: Insights | Altoo AG
Publication Subscription: Subscribe | Altoo AG
Media Enquires: Media Enquiries | Altoo AG

SOURCE Altoo AG

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