Altoo Client Survey: Wealth Platform Core to Family Office Operations

• Altoo's 2025 client survey confirms the Altoo Wealth Platform is essential to daily operations for family offices and wealth owners.
  
  
• Advocacy is strong: Net Promoter Score above 50, well above SaaS industry benchmarks, and over 60% of clients say they would be "very disappointed" without the platform.
  
  
• Clients value high data quality, proactive guidance, and an intuitive, agile UI.

ZUG, Switzerland, Sept. 30, 2025 /PRNewswire/ -- Altoo AG today announced results from its 2025 client survey, confirming the Altoo Wealth Platform has become indispensable to ultra-high-net-worth individuals and family offices. Clients cite a consolidated wealth view, intuitive navigation, and strong transparency as key reasons they rely on Altoo daily. As in 2024, clients again highlight the total consolidated wealth view, ease of use, and technical security as defining strengths.

What clients value
Clients point to three factors. First, a complete overview of bankable and non-bankable assets, transactions and prices across institutions. Second, an intuitively structured interface that makes it simple to move from a top-level view to detail. Third, transparency that strengthens reporting and investment decisions. Feedback from last year describing Altoo as a "game changer" and a "world-class asset management platform" continues to be reflected in the sentiment this year.

Engagement and advocacy
Engagement remains high. Over 90% of respondents access the Altoo Wealth Platform daily or weekly. With a Net Promoter Score (NPS) of over 50 - well above industry averages for SaaS - customers overwhelmingly recommend the platform to others. Finally, over 60% also state they would be 'very disappointed' if they had to stop using the platform, underlining its importance in day-to-day operations.

Feedback that shapes the roadmap
Survey feedback highlights Altoo's responsiveness, openness to input and client-centric culture. Respondents noticed the operational and technical improvements made over the past year. They see and value the platform's UI agility and the team's proactive engagement, and they request that Altoo continues such a personal approach. In response, Altoo remains on this course with further UI enhancements, expanded outreach and targeted features to deepen insight and streamline workflows, with privacy and security at the core. "I am very pleased with the ratings for our platform and client service," said Ian Keates, CEO of Altoo AG. "Clients see Altoo as a trusted partner and a source of truth for their global wealth. We will keep innovating, expanding insights, and deepening client engagement to ensure Altoo remains the trusted source of truth for global wealth."

About the survey
The Altoo Client Satisfaction Survey consists of 24 questions including Net Promoter Score (NPS) which is a widely used measure of customer loyalty, and the Sean Ellis test being a measure of product-market fit, based on the percentage of users who say they would be 'very disappointed' if they could no longer use the product. It is open to clients worldwide, voluntary and anonymous. With participation from clients across more than 20 countries worldwide, it is Altoo's most comprehensive client survey to date. Run as a global survey, it gives clients a regular way to share their views on Altoo's technology and service. This was the second edition, the first being conducted in 2024.

About the Altoo Wealth Platform
The Altoo Wealth Platform is a Swiss-hosted SaaS that unifies bankable and non-bankable assets, liabilities, and documents across institutions in a single, clear view, with analysis, performance and fee reporting, collaboration, and "digital lockbox" security. Last year Altoo introduced a next-generation mobile app that clients rate highly for dashboards, quick navigation and search, watchlists, alerts, and on-the-go monitoring. For real-world use cases and factsheets, visit our Resource Center.

About Altoo AG
Altoo AG is a wealth-management fintech headquartered in Baar, Switzerland. Founded in 2017, the company serves clients in more than 20 countries and has been recognized by Forbes (2023) among the best digital family office software providers, while also being named a Top 5 "Growth Start-up" at the Swiss FinTech Awards 2023. Last year, Altoo partnered with Divizend GmbH to launch automated dividend-payment forecasting that helps clients optimize future cash-flow planning and liquidity. For more information, visit altoo.io.

Media Contact:
press@altoo.io
+41 78 311 5625

Alexandra Sabolova
Alexandra.Sabolova@altoo.io

Additional resources:
Company website: The Altoo Wealth Platform | Altoo AG
Corporate Blog Altoo Insights: Insights | Altoo AG
Newsletter Subscription: Subscribe | Altoo AG

Media Enquires: Media Enquiries | Altoo AG

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SOURCE Altoo AG