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
ALTO Wealth & Distribution
ALTO Sustainability
ALTO Asset Servicing
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