ALTO Investment | Amundi Technology

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 across the investment management value chain and deep industry expertise.

Loniva
logo
Fineco

€2.5tn

Assets under management on the platform

50+

Global Clients incl. Leading Asset Managers

5K+

ALTO Investment users

250+

Execution counterparties

KPIs
KPIs

ALTO Investment: Tailored, Seamless, Innovative

Asset_pyctogram

Keep pace with change

Break down barriers to change with Core Investment Management Platforms that support the pace of innovation

Icon 3

Tailored to your needs

Adaptable solutions for stability, scalability, and innovation to meet your operational needs and gain a competitive advantage

Icon 1

Transform at scale and cost

Embrace innovation with our cloud native platform, free from legacy constraints, enabling continuous evolution

Asset_pyctogram

Client-focused implementation

Switch platforms with ease using our proven ALTO implementation approach and ongoing tooling development

USP
ALTO Investment Selling Points

ALTO Investment platform

Answer market expectations

01 Keeping pace with technology change
01

Continuous innovation investment including AI, tokenisation and digital assets capitalising on emerging technology.

02 Greater data connectivity and open API access
02

Accelerated deployment and migration with API integrations and a singular data language for rapid implementation.

03 Mitigation of transformation and regulatory risk
03

A secure solution in line with international compliance and regulatory needs across all your markets.

04 Client-focused implementation
04

Unique configurations and modular products to fit your operating model and accelerate capability where you need it.

Market expectations
Market expectations
ALTO Investment logo
ALTO Investment logo
Icon stack

Tailored, modular and integrated solutions

  • 100% Cloud-based
  • Open architecture
  • Inter-operability
Icon 5

Confidence in international compliance

  • Direct experience in multi-jurisdictional markets
  • International regulatory and security best practice
  • Regulation by design
Icon 4

Investment in Innovation

  • Dedicated innovation function
  • Continuous use case development
  • Ongoing investment in emerging tech
Icon 2

Adaptable to your operating model

  • Configurable to your ways of working
  • Introduce new capabilities at pace
  • Productivity and cost reduction built in

Designed for cross-functional teams

Portfolio Manager

Analyse, simulate and take investment decisions on portfolios

Compliance Officer

Define the right rules to detect a breach and act upon it

Risk Officers

Analyse and produce risk metrics, factors, and performance analytics

Middle Officers

Monitor and validate financial positions and flows with all intermediaries

Reporting Officer

Produce fund factsheet and investment management reports for clients

Traders

Execute at the best conditions

A suite of capabilities to cover your full functional requirements

01 Portfolio Management
01

- Portfolio construction and optimisation

- Portfolio Analysis

- Order management

- Cash management

- Trade Execution

02 Risk and Compliance
02

- Monitoring of market and liquidity risks

- Embedded investment guidelines

- Pre- and post-trade controls

03 Data Management
03

- Financial instruments

- Portfolio and products

- Index and benchmark

- Ratings | ESG

- Private and Real assets

- Data quality controls

04 Investment Operations
04

- Trade and funds processing

- Collateral servicing

- Capital activity

- Corporate actions and income

- Reconciliations

- NAV Control

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 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

Are you interested to learn more about Amundi Technology?

Please complete the Contact Form and one of our team members will be in touch.

AMUNDI ASSET MANAGEMENT undertakes, in its capacity as data controller, to comply with the rules applicable to it with regard to the protection of personal data, and in particular the provisions of Regulation (EU) 2016/679 of the European Parliament and of the Council of 27 April 2016 on the protection of individuals with regard to the processing of personal data and on the free movement of such data ("RGPD") and Law no. 78-17 of January 6, 1978, as amended, on data processing, data files and individual liberties.

Personal data, namely surname, first name, e-mail address, country/region are collected by the business line, Amundi Technology, of AMUNDI ASSET MANAGEMENT SA, 91-93 boulevard Pasteur 75015 Paris, France, RCS PARIS 437 574 452. All this information is mandatory and is solely intended for the transmission of documents and invitations to events organized by Amundi Technology. As part of the contract execution (pre-contractual exchange), AMUNDI ASSET MANAGEMENT commits to retaining your data for a period of 3 years from the date of collection or your last contact. The collected data will be shared only with the following recipient: Actito, a marketing automation solution.

In accordance with the amended law of January 6, 1978 and the General Data Protection Regulation (RGPD 2016/679), you have the right to access, rectify, delete, limit, oppose and port your data. You also have the right to define instructions concerning the fate of your data after your death by writing to AMUNDI ASSET MANAGEMENT GSG / SEC / DPO - 91/93 bd Pasteur - CS 21564-75730 Paris - FRANCE or by e-mail to dpo@amundi.com.

If you consider that the response is not satisfactory, or that this processing infringes your rights, you may file a complaint with the Supervisory Authority: Commission Nationale de l'Informatique et des libertés - CNIL - 3 Place de Fontenoy -TSA 80715 - 75334 Paris Cedex 07 or by internet www.cnil.fr. To find out more about your rights, visit the CNIL website (www.cnil.fr/fr/comprendre-vos-droits).

This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.