Wealth Managers Core-to-digital wealth management platform

Wealth managers, enhance wealth planning and investment strategies with our software and autonomous services, covering diverse asset classes and real assets.

20M+

Portfolios daily managed, rebalanced

€1Tn+

Managed on ALTO Wealth & Distribution

120K+

Advisors and private bankers

140+

Organisations use our solutions every day

Why Wealth Managers choose ALTO

Highly Flexible

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

Business scalability

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

Great data connectivity

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

Single Platform

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

Modern technology capabilities

Delivers data driven investment targets and model portfolios

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

Offers capabilities to support the entire wealth management cycle  

  • Model and Target creation plus CIO services
  • Portfolio Optimisation and Rebalancing
  • Client goals, constraints and preferences
  • Advisory and DPM journeys (digital and hybrid)
  • Order disposition and trade execution
  • Timeline and retirement planning
  • Portfolio Analytics and Explorer
  • Portfolio Intelligence and commercial campaign management
  • Holistic Advice and tax services
02 Middle Office and Data Management

Embed operational expertise in middle office services  

  • Trade lifecycle and order processing
  • Positions, cash and transactions integration
  • Portfolio compliance, document and case management
  • Client reporting and data extraction
  • Report engine, data hub and process orchestration
  • Data reconciliation and risk service
03 Digital monitoring and reporting

Provide a 360° view of your clients wealth  

  • Wealth reporting generation and dissemination
  • Commercial dashboard and client analytics
  • Unified front end and online banking integration
  • Client reporting
04 Client Self-care and Robo-Advisor
  • 360° views for clients and advisors
  • External account aggregation
  • Digital onboarding, KYC and risk profiling
  • Integrated robo‑advisory with personalised journeys
  • Unified wealth app self‑service

Designed for cross-functional teams

CIOs

Deliver data‑driven investment targets, model portfolios and CIO outsourcing services into digital journeys.

Private Bankers

Use portfolio analytics and advisory tools to analyse, recommend and action proposals in real time.

Wealth Advisors

Leverage goals and constraints to create compliant, personalised proposals across all client segments.

Middle officers

Oversee positions, cash and trade processing with integrated lifecycle and reconciliation.

Risk Officers

Produce risk and performance analytics with transparent factor attribution and compliance controls.

Bank central teams (Marketing, Product, Distribution…)

Run campaigns, provide content and product governance, and equip advisors with segment‑specific storytelling.

Roger Erdt

Head of Private Clients Platform at Vontobel
The numerous recognitions that volt by Vontobel has received show that we are indeed able to successfully innovate and digitise wealth management. The aixigo platform is an important building block in this.

Experience a frictionless integration journey

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

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

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

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

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.

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.

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