ALTO Investment
Manage all assets in a global end-to-end platform
Best-of-breed technology that fits your business requirements, with rich functional coverage
cross the investment management value chain and deep industry expertise.
- Portfolio Analysis
- Order Management
- IBOR / ABOR
- ESG Metrics
- Risk & Performance
- Dealing
- Pre and Post Trade Compliance Checks
- Client Reporting
ALTO Wealth and Distribution
Wealth management enabled in a single platform
A scalable end-to-end solution with comprehensive capabilities to suit
retail banking and wealth management firms.
- Model / Target Creation
- Portfolio Optimisation
- Advisory Proposals
- Portfolio Rebalancing
- Risk & Performance
- Client constraints / preference management
- Pre and Post Trade Compliance Checks
- Client Level Allocation
ALTO Sustainability
Invest with purpose and impact
Our cloud-based solution provides a single point of access for all sustainable data,
transforming market analytics into unique ESG datasets.
- ESG Scoring
- Bespoke ESG Indicators
- ESG Metrics
- Biodiversity Metrics
- Climate Reporting
- Impact Measurement
- Managed Data Service
- Regulatory Standards (SFDR, Taxonomy...)
ALTO Asset Servicing
A service providing cutting-edge capabilities
A solution supporting the business of Asset Servicers covering
Investment Compliance Oversight, Portfolio Analysis and Reporting.
- Portfolio Analysis
- Regulatory and Statutory Rule Design
- Breach management workflow
- Monitoring and Controlling breaches
- Client Reporting
- Multiple Data Source Integration
ALTO Employee Savings and Retirement
Manage savings and retirement schemes in a single platform
- Subscription and Redemtion
- Collective & Individual Operations
- Client Onboarding
- Arbitrages & Transfers
- Order Booking
- Documents Publishing
- Regulatory & Fiscal Reporting
- Multi-products and Tax Wrappers
Trusted by financial institutions of all sizes worldwide
Clients incl. Global Tier 1 Banks and Leading European Asset Managers
€8tnAssets Managed on ALTO Platforms
125K+Platform Users Globally
500K+API calls per day
Delivering end-to-end capabilities at scale across the Investment and Wealth Management industry
Single platform
with one data language
Fast & cost-effective
implementation approach
Flexible solution
across all asset classes, highly configurable for client needs
Cloud platform with great interoperability
guaranteeing infrastructure scalability and market connectivity
External data sourcing & quality control
included as part of the service
End-to-end
capabilities across investment and wealth management
Experience a frictionless integration journey
Supported by our hands-on parallel-run method, built on years of success.
01
Unify Data
ALTO platform uses of the same data in all modules all along the process ensuring full data consistency without internal reconciliation, across all data Portfolio - Front to Middle to Risk – and / or Entity for local tools integration purpose.
02
Streamlined Parallel Run Approach
An early parallel run approach, enables users adoption for optimal change management and anticipates data migration tasks. The result is vastly improved data quality at D-Day.
03
Shared Governance for Project Success
The best indicator of our confidence in ourselves and in you as our client is our fixed price commitment, following a scope-of-work phase.
The project is a partnership: the consequences of any major slippage are managed jointly to limit operational or business impacts on the client side.
On our side, we take the actions necessary to realign the project with the initial timeline, hence we stick to a fixed-price approach.
04
End-to-End Client-Centric Support
Active participation of stakeholders from across the client’s organization, both on the project side and business side, is a key success factor. The client project team is expected to support business stakeholders in their project duties, playing an active role in resolving issues and co-managing the project.
Together with Amundi Technology’s teams, we successfully completed our transformation project and the deployment of ALTO Investment solution. Thanks to the joined efforts of our teams, we enriched our offering, streamlined and simplified our operation processes, allowing greater consistency.
We are very excited to expand our strategic alliance with Amundi to bring best-in class capabilities in service of our clients. This agreement advances BNY Mellon’s global digital strategy as a leader in providing client-centric solutions with best-in-class partners.
Ready to shape the future of finance?
Join our team of ambitious innovators at Amundi Technology. We're seeking passionate individuals to help revolutionise the world of finance. Your journey begins here.
