Portfolio Management System Experience cutting-edge capabilities

Use wide range of analytics to monitor and analyse portfolio holdings, simulate allocation change and visualise their impacts, and define your aggregated views to export.

Functionalities to suit all your needs

Portfolio Analysis

  • Provide a multi-portfolios analysis and various characteristics and analytics
  • Analyze portfolios with full look-through features and compare with different references

Portfolio Modeling

  • Perform simulations and visualize the impact of simulations on portfolio exposures
  • Rebalance portfolios against a reference

Order & Control generation

  • Run pre-trade compliance checks with validation workflows
  • Create orders and define order characteristics and send orders to dealing desks

Cash Management

  • Monitor on real-time portfolio cash balance
  • Visualize a projection of the cash balance
Unlock Empowering Features

A secure and evolving tool tailored to your needs

100% cloud solution

Cloud technology solution with no need for infrastructure update and best practice security standard

Industrial, flexible and modular

High value proposition based on Amundi’s industrial model and technological know-how to help clients reducing IT cost

Agile, driven by experience

Flexible with a highly customizable interface and 50+ ready to use configurations

Open source and architecture

Open architecture platform offering APIs for third party niche software integration (e.g. risk, performance) and client data servicing

Fast and low risk implementation

Proven implementation model supporting easy adoption and integration of user experience

Unlock new capabilities

Available On These Platforms

ALTO Investment

Manage all assets in a global front-to-back platform

ALTO Investment

ALTO Wealth & Distribution

Client engagement and investment management at scale

ALTO Wealth & Distribution

ALTO Sustainability

Empower ESG and Responsible finance initiatives

ALTO Sustainability

ALTO Asset Servicing

Control assets, comply with investment guidelines and regulations

ALTO Asset Servicing

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).

CAPTCHA
This is to prevent automated spam and determine you are a human.