Private banks and Wealth managers
ALTO* Wealth & Distribution for the private banker and the wealth manager offers the ability to the banker to manage client portfolios in a fully discretionary way. The construction of constraints combined with our portfolio optimizer offers a unique tailor-made client allocation in a highly automated way while ensuring the adequacy between the client risk profile and his allocation while taking into account the bank client vision in term of strategic asset allocation capturing market changes.
The solution allows the banker to build customized financial architecture to demonstrate the value delivered to the client. Our risks and analytics capabilities combined with the end-to-end management of investment proposals bring all the necessary tools to help the banker explain the benefit of new allocations. The solution aims to help the banker prioritize his activities supported by alerts and communication tools between the bankers teams and the CIO office. Users can build additional constraints to ensure allocation and investment universe are in line with the CIO team view of the market.
Société Générale Gestion uses Amundi Technology’s products and services since 2013.
“ALTO* Wealth & Distribution covers all of our business needs and supports our teams throughout the client relationships. Our portfolio managers, sales representatives, middle office, risk, and compliance teams use it every day. This solution enables us to manage all of our daily tasks within a single work environment, which is a real source of productivity and operational performance.”
Martial VUILLOT, Chief Operating Officer of Société Générale Gestion
* Amundi Leading Technologies & Operations