The Operating System for Cross-Border Wealth
Reactive spreadsheets cost you money. Altara gives you one platform to monitor, optimize, and orchestrate your entire global tax strategy — before problems arise.
Total Visibility. Zero Blind Spots.
Fragmented data is the leading cause of cross-border tax errors. Altara ingests and normalizes data from every custodian, private fund, and bank into one "Source of Truth." Equities, bonds, ETFs — see your entire global footprint in real time. use this unified view to manage multiple client portfolios, while track complex cross-generational holdings.
Data Aggregation Hub
LiveJP Morgan Private Bank
Synced 5m ago
UBS Custody Account
Synced 1m ago
Goldman Sachs Fund III
Synced 1m ago
HSBC Global Portfolio
Synced 2m ago
Portfolio Coverage
100%
Unified View
Risk Monitor
Portfolio Health Score
87
3 issues require attention
Actionable Alerts
Critical: Withholding Tax Discrepancy
Alert: Withholding tax on US equity is 30%, but Treaty Rate is 15%. Action required.
Warning: Treaty Benefit Not Applied
Singapore-Australia holdings may qualify for reduced withholding.
Opportunity Identified
Potential $24K annual savings through optimal structuring.
Solve Problems Before They Occur
Don't wait for a tax bill to discover you were structured incorrectly. Altara monitors your portfolio against live global tax rules and flags missed treaty benefits and withholding anomalies the moment they appear. See how with our intelligent monitoring.
Anomaly Detection
Altara continuously scans for discrepancies so you never overpay withholding taxes or miss an eligible treaty benefit.
Never Miss a Deadline Again
Global compliance complexity causes missed filings and costly penalties. Altara acts as your "Compliance Command Center" — generating deadline alerts, document checklists, and the exact data you need to file accurately and on time. Learn how across decades of holdings.
The Global Calendar
One calendar. Every filing deadline across every jurisdiction where you hold assets — from US W-8BEN renewals to local reclaim windows.
Compliance Calendar
Next 90 DaysUS W-8BEN Renewal
United States
Singapore Tax Reclaim Filing
Singapore
UK Dividend Withholding Report
United Kingdom
Australia FATCA Documentation
Australia
Hong Kong Annual Return
Hong Kong
1
Critical
2
Upcoming
2
Scheduled
Treaty Network Explorer
Scenario Modeling Active
Simulating: Residency shift from Singapore to Switzerland
Built for a Global World
Managing global tax treaties manually is impossible at scale. Altara's engine is built natively for cross-border complexity — it shows you exactly how assets in one jurisdiction affect tax obligations in another.
Scenario Modeling
Model the tax impact of portfolio changes or residency shifts before you commit. Every decision, fully stress-tested across your global footprint.
Ready to stop the leak?
The world's most sophisticated investors trust Altara to protect and grow their global wealth. See why.