ALTO Employee Savings & Retirement | Amundi Technology

ALTO Employee Savings and Retirement

Manage savings and retirement schemes in a single platform

A scalable “Front-to-Back” employee savings and retirement platform for banking and insurance groups.

Logo Amundi Investment Solutions

€82bn

Assets under Administration

5.7M+

Accounts

130K+

Companies

5

Partners with 3 ESR Custodians and 2 Insurers for collective retirement

KPIs
KPIs

One platform to meet the needs of account holders and their clients

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End-to-end coverage

Across the entire operational value chain of employee savings and retirement

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A Flexible Solution

For all types of accounts and configurable according to customer needs

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Cloud Platform

Hosted in Amundi Technology infrastructure and guaranteeing infrastructure scalability and connectivity with partners

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Fast and Efficient

In implementation and use

ALTO ESR_3 Mobile
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Combined ESR Solutions with Amundi ESR Industry Expertise

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A dedicated ESR expert

A single contact in the Employee Savings and Retirement professions

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Deep industry experience

Integration project experience in Employee Savings and Employee Retirement

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Modular and Scalable

Adapted to the saving tax and retirement wrappers, by account custodians operating model, and aligned with tax regulations

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Segregated data

Each Account custodian has its own data referential and manage it autonomously

A suite of capabilities to cover your full functional requirements

01 Front Office
01

- Subscription / Redemption on multi-products and tax wrappers

- Arbitrages and Transfers

- Client Onboarding

02 Back Office
02

- Collective and Individual Operations Management

- Order booking with automated workflow

- Operational risk control on stock market order

03 Automated workflow
03

- Documents publishing (statements, reporting)

- Data flow with financial institutions partners and banks

04 Regulatory and Fiscal Reporting
04

- Adapted to the local regulation

- Fee Management

End-to-end capabilities
End-to-end capabilities

 

 

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 Investment

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 Wealth & Distribution

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 Sustainability

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 Asset Servicing

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
ALTO Employee Savings and Retirement

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