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

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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

Discover what ALTO can do for you

Ready to start your onboarding journey or learn more? We're eager to show you the benefits our platform can bring to your team and clients.

Contact us to learn more

Contact our team

To learn more about ALTO

 

 

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

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