Multi-Generational Wealth, Single Source of Truth
Consolidated reporting across all asset classes, entities, and family members
Sound Familiar?
Common challenges for family offices
Scattered Investments
Investments spread across multiple managers, custodians, and entities
No Single View
No consolidated view of total family wealth across assets
Next Generation
Younger family members expecting digital access and transparency
Complex Structures
Complex entity structures requiring custom reporting
How AltoaX Helps
Purpose-built for family wealth management
Consolidated View
Unified dashboards across all holdings and asset classes
Document Aggregation
Aggregate reports from all custodians and managers
Family Portals
Role-based access portals for family members
Custom Reporting
Flexible reports by entity, member, or asset class
View total family wealth across all investments and entities
Built for Family Offices
Features for multi-generational wealth
Portfolio Analytics
Real-time dashboards, KPIs, and performance metrics
Investor Portal
Self-service access with capital accounts and documents
Document Intelligence
AI-powered extraction from PDFs, Excel, images, and scans
Report Generator
Branded PDFs with custom sections and visualisations