Wealth Managers

Core-to-digital wealth management platform

A solution that combines software and autonomous services to support all elements of wealth planning and investment strategies, including real assets.

Office
Office
sabadell
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Credit Agricole Logo

350K+

Mandates and 350K+ portfolios daily managed, rebalanced

€40bn+

Managed on ALTO Wealth & Distribution

60K+

Advisors and private bankers

1M+

End-customers

KPIs
KPIs

Why Wealth Managers choose ALTO

5 Cubes ALTO
5 Cubes ALTO
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Highly Flexible

Flexible, cross-asset, and easy-to-use solution smoothly integrable with complex systems and processes

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Business scalability

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

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Great data connectivity

Integration and data access challenges stem from incompatible data languages across systems

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Single Platform

Unique solution facilitating the use of a platform for the banker, the management, the middle office and compliance

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Modern technology capabilities

Delivers data driven investment targets and model portfolios

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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

End-to-End capabilities

Giving Wealth Managers the same tools as Asset Managers

01 WEALTH MANAGEMENT
01

Offers capabilities to support the entire wealth management cycle

- Model / Target Creation

- Portfolio Optimization and Rebalancing

- Advisory Proposals

- Client constraint / preference management

- Trade Execution & Compliance pre and post-trade

02 MIDDLE OFFICE AND DATA MANAGEMENT
02

Embed operational expertise in middle office services

- Positions and Transactions integration

- Performance and Risk

- Cash Management

- Order processing at block / single client level

03 DIGITAL MONITORING AND REPORTING
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Provide a 360° view of your clients wealth

- Wealth Reporting generation and Dissemination

- Client Life-cycle Management

- Commercial Dashboard

End-to-end capabilities
End-to-end capabilities

Designed for cross-functional teams

CIOs

Deliver data driven investment targets and model portfolios

Private Bankers

Analyze, simulate and take investment decisions on portfolios

Wealth Advisors

Simulate, create and monitor investment proposals based on constraints and preferences

Middle officers

Monitor and validate financial positions and flows with all intermediaries

Risk Officers

Analyze and produce risk metrics, factors, and performance analytics

Bank central teams (Marketing, Product, Distribution…)

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

Experience a frictionless integration journey

Supported by our hands-on parallel-run method, built on years of success.

01 Unify Data
01

ALTO platform uses of the same data in all modules all along the process ensuring full data consistency without internal reconciliation, across all data Portfolio - Front to Middle to Risk – and / or Entity for local tools integration purpose.

02 Streamlined Parallel Run Approach
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An early parallel run approach, enables users adoption for optimal change management and anticipates data migration tasks. The result is vastly improved data quality at D-Day.

03 Shared Governance for Project Success
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The best indicator of our confidence in ourselves and in you as our client is our fixed price commitment, following a scope-of-work phase.
The project is a partnership: the consequences of any major slippage are managed jointly to limit operational or business impacts on the client side.
On our side, we take the actions necessary to realign the project with the initial timeline, hence we stick to a fixed-price approach.

04 End-to-end client-centric support
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Active participation of stakeholders from across the client’s organization, both on the project side and business side, is a key success factor. The client project team is expected to support business stakeholders in their project duties, playing an active role in resolving issues and co-managing the project.

Integration
Integration

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 us to learn more

Contact our team

To learn more about ALTO

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