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.

€82bn

Assets under Administration

5.7M+

Accounts

130K+

Companies

5

Partners with 3 ESR Custodians and 2 Insurers for collective retirement

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

End-to-end coverage

Across the entire operational value chain of employee savings and retirement

A Flexible Solution

For all types of accounts and configurable according to customer needs

Cloud Platform

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

Fast and Efficient

In implementation and use

Combined ESR Solutions with Amundi ESR Industry Expertise

A dedicated ESR expert

A single contact in the Employee Savings and Retirement professions

Deep industry experience

Integration project experience in Employee Savings and Employee Retirement

Modular and Scalable

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

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
  • Subscription / Redemption on multi-products and tax wrappers
  • Arbitrages and Transfers
  • Client Onboarding
02 Back Office
  • Collective and Individual Operations Management
  • Order booking with automated workflow
  • Operational risk control on stock market order
03 Automated workflow
  • Documents publishing (statements, reporting)
  • Data flow with financial institutions partners and banks
04 Regulatory and Fiscal Reporting
  • Adapted to the local regulation
  • Fee Management

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