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
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
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 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