ALTO Wealth & Distribution Wealth management enabled in a single platform

An end-to-end solution supporting client engagement and investment management at scale.

350K+

Mandates and 350K+ portfolios daily managed, rebalanced

€40bn+

Managed on ALTO Wealth & Distribution

60K+

Advisors and private bankers

1M+

End-customers

One platform to cover the whole wealth management value chain

Portfolio construction and rebalancing

Including client level constraints

Order generation and trade execution

Client level in the same platform

Operations and analysis

Trade management, performance and risk, reporting

Client engagement

Support for private banks engaging with their clients

Key capabilities to

Address the market's challenges

01 Tailored to client needs

By adapting to clients' operational needs, our highly configurable solutions ensure stability, scalability, and foster innovation, providing a competitive advantage.

02 Greater data connectivity

Integration and data access challenges stem from incompatible data languages across systems. Consolidating your functions under a single language and leverages modern technologies to offer open API access to ALTO data.

03 Innovative and scalable technology

Software as a Service (SaaS) ​enabled by the latest innovations (i.e. Open-Source, ​API-based) run on private cloud.

04 Strong implementation capabilities

Platform switching presents implementation challenges. We deliver your migration with our client-centric ALTO implementation approach and configurations.

A cutting-edge solution tailored to your needs

Business scalability

Proprietary portfolio rebalancing/optimization engine enables automated alignment to investment models whilst taking client level constraints into account

Efficient Operating Platform

Trade execution and order management supported at client and block level, with direct connection to core banking platforms for frictionless operations at scale

Campaign management

Generate investment ideas and target business segments with our proprietary campaign management capability, enhancing the storytelling for clients

Digital experience

Digital client engagement platform that can be white labelled for use by Private and Retail Banks

Designed for cross-functional teams

CIOs

Deliver data driven investment targets and model portfolios

Private bankers

Analyze and take investment decisions on portfolios

Wealth Advisors

Monitor investment proposals based on constraints and preferences

Bank central teams

Support bankers in their client engagement to enhance storytelling and highlight opportunities to their clients

Middle officers

Monitor and validate financial positions and flows with all intermediaries

Risk officers

Analyze and produce risk metrics, factors, and performance analytics

Martial Vuillot

Chief Operating Officer of Société Générale Gestion
ALTO Wealth & Distribution covers all of our business needs. Our portfolio managers, sales representatives, middle office, risk, and compliance teams use it every day. Their daily tasks are managed within a single platform, which is a real source of productivity and operational performance.

A suite of capabilities to cover your full functional requirements

01 Wealth Management
  • Model / Target Creation
  • Portfolio Optimisation
  • Advisory Proposals
  • Portfolio Rebalancing
  • Client constraint / preference management
  • Compliance pre and post-trade
  • Trade Execution
  • Client Level Allocations
02 Middle Office and Data Management
  • Trade Lifecycle Management
  • Positions and transactions integration
  • Performance and risk
  • Cash management
  • Order processing
03 Digital Monitoring and Reporting
  • Wealth Reporting generation and dissemination
  • Client Life-cycle Management
  • Commercial dashboard
04 Client Self-care and Robo-Advisor
  • 360° view for clients and advisors
  • External account aggregation
  • Client digital onboarding
  • KYC and risk profiling
  • Robo-advisory integrated

Are you interested to learn more about Amundi Technology?

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

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