#Wealth Management #Switzerland #Zug #Family Office #Altoo Wealth

Altoo Client Survey 2025: The Indispensable Wealth Platform

In the fast-paced world of wealth management, having a robust platform can spell the difference between success and stagnation. According to Altoo's recently released 2025 Client Survey, the Altoo Wealth Platform is solidly endorsed by its users, making it fundamental in daily operations for numerous family offices and wealth owners.

Key Findings of the Survey

The survey, encompassing feedback from clients across more than 20 countries, reveals that the Altoo Wealth Platform has not only proven its worth but also established a high level of trust amongst its users. With a Net Promoter Score (NPS) exceeding 50, well above industry averages for Software as a Service (SaaS), over 90% of clients access the platform on a daily or weekly basis. Additionally, around 60% of clients indicated they would be 'very disappointed' if they could no longer utilize the platform, emphasizing its significance in their financial management routines.

What Clients Value

Three primary aspects underline the high satisfaction levels among users of the Altoo Wealth Platform:
1. Comprehensive Asset Overview: Users benefit from a unified perspective on both bankable and non-bankable assets, transactions, and pricing across multiple institutions. This comprehensive view enhances their ability to make informed financial decisions.
2. User-Friendly Interface: The platform’s intuitively structured interface allows clients to seamlessly transition from a high-level overview to detailed transactions, thus making wealth management a less daunting task.
3. Increased Transparency: Users appreciate the enhanced reporting capabilities which provide clarity and transparency for better investment decisions, contributing positively to their trust in the platform.

Prior feedback has characterized Altoo as a 'game changer' in asset management, a sentiment that continues to resonate strongly in the latest survey results.

High Engagement and Advocacy

Client engagement remains remarkably high, with over 90% of respondents confirming their regular use of the platform. Such significant user interaction, coupled with a robust NPS of above 50, clearly illustrates that clients strongly advocate for the platform, recommending it consistently to peers and potential users. This demonstrates not only satisfaction but also a sense of community around the usage of the Altoo Wealth Platform.

Continuous Improvement and Responsiveness

The survey results also shed light on Altoo's client-centric approach. Clients emphasized the company’s responsiveness and willingness to integrate user feedback into future platform improvements. Observations regarding the operational and technical enhancements made over the past year reflect Altoo's commitment to evolving their technology in line with user expectations.

Ian Keates, CEO of Altoo AG, expressed his satisfaction with the platform’s ratings and highlighted the company's dedication to remaining a trusted partner for wealth management. He affirmed, "We will keep innovating, expanding insights, and deepening client engagement to ensure Altoo remains the trusted source of truth for global wealth."

About the Altoo Wealth Platform

Altoo's Wealth Platform, hosted in Switzerland, is a SaaS solution that integrates various asset classes and liabilities, fostering an all-encompassing view of wealth. With additional features such as collaboration tools and secure digital document storage, the platform maintains high standards for privacy and security. A next-gen mobile app, highly rated for its user experience and functionality, further enhances client engagement, allowing real-time insights and monitoring on-the-go.

Altoo AG, a fintech innovator based in Baar, Switzerland, continues to receive accolades for its pioneering solutions in wealth management, having been listed among the top digital family office software providers. Their recent partnerships and product launches illustrate a trend towards automated solutions that facilitate easier access to financial tools for clients, spotlighting its ambitious vision for financial technology.

For more information on Altoo and its Wealth Platform, visit altoo.io.