Portfolios daily managed, rebalanced
€1Tn+Managed on ALTO Wealth & Distribution
120K+Advisors and private bankers
140+Organisations use our solutions every day
One platform to cover the whole wealth management value chain
Personalised portfolio construction
Incorporating client‑level goals, constraints and preferences.
Order management at client level
With direct connectivity to trading and core banking platforms.
Portfolio analytics and monitoring
With performance, risk, compliance and client reporting.
Digital and hybrid journeys
Advisory and campaign management across all client segments.
BLOXX platform architecture
Address the market's challenges
01
Tailored to client needs
Deliver a holistic, personalised, private‑bank‑like experience. Highly configurable modules fit any operating model while ensuring scalability and compliance.
02
Greater data connectivity
Open APIs unify data across existing systems and enable incremental, rapid integration of new capabilities over legacy stacks. Consolidate functions under a single data language and unlock real time access to ALTO data.
03
Innovative and scalable technology
BLOXX wealth tech provides modular, API based services and state-of-the-art UX components. SaaS delivered on private cloud and leveraging open source technologies—built for speed, security and scale.
04
Strong implementation capabilities
Accelerate transformation with a client centric approach: phased roll out over legacy, pre integrated modules, bundled investment and technology services, and expert hand in hand delivery.
A cutting-edge solution tailored to your needs
Business scalability
Personalised, automated portfolio management for any type of clients. Model portfolios, optimisation and rebalancing at scale while respecting client level constraints.
Efficient Operating Platform
Client and block level execution, order routing and lifecycle management, with direct integrations to trading, custody and core banking platforms to operate at scale.
Campaign management
Generate investment ideas and target business segments with our proprietary campaign management capability, enhancing the storytelling for clients.
Digital experience
A unified wealth app and white label digital front end enabling advisory, DPM and self service journeys for Private and Retail Banks, neo banks and brokers.
Designed for cross-functional teams
CIOs
Deliver data driven investment targets, model portfolios and CIO outsourcing services into digital journeys.
Private bankers
Use portfolio analytics and advisory tools to analyse, recommend and action proposals in real time.
Wealth Advisors
Leverage goals and constraints to create compliant, personalised proposals across all client segments.
Bank central teams
Run campaigns, provide content and product governance, and equip advisors with segment‑specific storytelling.
Middle officers
Oversee positions, cash and trade processing with integrated lifecycle and reconciliation.
Risk officers
Produce risk and performance analytics with transparent factor attribution and compliance controls.
A suite of capabilities to cover your full functional requirements
01
Wealth Management
- Model and Target creation plus CIO services
- Portfolio Optimisation and Rebalancing
- Client goals, constraints and preferences
- Advisory and DPM journeys (digital and hybrid)
- Order disposition and trade execution
- Timeline and retirement planning
- Portfolio Analytics and Explorer
- Portfolio Intelligence and commercial campaign management
- Holistic Advice and tax services
02
Middle Office and Data Management
- Trade lifecycle and order processing
- Positions, cash and transactions integration
- Portfolio compliance, document and case management
- Client reporting and data extraction
- Report engine, data hub and process orchestration
- Data reconciliation and risk service
03
Digital Monitoring and Reporting
- Wealth reporting generation and dissemination
- Commercial dashboard and client analytics
- Unified front end and online banking integration
- Client reporting
04
Client Self-care and Robo-Advisor
- 360° views for clients and advisors
- External account aggregation
- Digital onboarding, KYC and risk profiling
- Integrated robo‑advisory with personalised journeys
- Unified wealth app self‑service