ALTO Investment
Manage all assets in a global end-to-end platform
Best-of-breed technology that fits your business requirements, with rich functional coverage across the investment management value chain and deep industry expertise.
€2.5tn
Assets under management on the platform
50+
Global Clients incl. Leading Asset Managers
5K+
ALTO Investment users
250+
Execution counterparties
ALTO Investment: Tailored, Seamless, Innovative
Keep pace with change
Break down barriers to change with Core Investment Management Platforms that support the pace of innovation
Tailored to your needs
Adaptable solutions for stability, scalability, and innovation to meet your operational needs and gain a competitive advantage
Transform at scale and cost
Embrace innovation with our cloud native platform, free from legacy constraints, enabling continuous evolution
Client-focused implementation
Switch platforms with ease using our proven ALTO implementation approach and ongoing tooling development
ALTO Investment platform
Answer market expectations
01 Keeping pace with technology change
Continuous innovation investment including AI, tokenisation and digital assets capitalising on emerging technology.
02 Greater data connectivity and open API access
Accelerated deployment and migration with API integrations and a singular data language for rapid implementation.
03 Mitigation of transformation and regulatory risk
A secure solution in line with international compliance and regulatory needs across all your markets.
04 Client-focused implementation
Unique configurations and modular products to fit your operating model and accelerate capability where you need it.
Tailored, modular and integrated solutions
- 100% Cloud-based
- Open architecture
- Inter-operability
Confidence in international compliance
- Direct experience in multi-jurisdictional markets
- International regulatory and security best practice
- Regulation by design
Investment in Innovation
- Dedicated innovation function
- Continuous use case development
- Ongoing investment in emerging tech
Adaptable to your operating model
- Configurable to your ways of working
- Introduce new capabilities at pace
- Productivity and cost reduction built in
Designed for cross-functional teams
Portfolio Manager
Analyse, simulate and take investment decisions on portfolios
Compliance Officer
Define the right rules to detect a breach and act upon it
Risk Officers
Analyse and produce risk metrics, factors, and performance analytics
Middle Officers
Monitor and validate financial positions and flows with all intermediaries
Reporting Officer
Produce fund factsheet and investment management reports for clients
Traders
Execute at the best conditions
A suite of capabilities to cover your full functional requirements
01 Portfolio Management
- Portfolio construction and optimisation
- Portfolio Analysis
- Order management
- Cash management
- Trade Execution
02 Risk and Compliance
- Monitoring of market and liquidity risks
- Embedded investment guidelines
- Pre- and post-trade controls
03 Data Management
- Financial instruments
- Portfolio and products
- Index and benchmark
- Ratings | ESG
- Private and Real assets
- Data quality controls
04 Investment Operations
- Trade and funds processing
- Collateral servicing
- Capital activity
- Corporate actions and income
- Reconciliations
- NAV Control
ALTO Investment
Manage all assets in a global end-to-end platform
Best-of-breed technology that fits your business requirements, with rich functional coverage
cross the investment management value chain and deep industry expertise.
- Portfolio Analysis
- Order Management
- IBOR / ABOR
- ESG Metrics
- Risk & Performance
- Dealing
- Pre and Post Trade Compliance Checks
- Client Reporting
ALTO Wealth and Distribution
Wealth management enabled in a single platform
A scalable end-to-end solution with comprehensive capabilities to suit
retail banking and wealth management firms.
- Model / Target Creation
- Portfolio Optimisation
- Advisory Proposals
- Portfolio Rebalancing
- Risk & Performance
- Client constraints / preference management
- Pre and Post Trade Compliance Checks
- Client Level Allocation
ALTO Sustainability
Invest with purpose and impact
Our cloud-based solution provides a single point of access for all sustainable data,
transforming market analytics into unique ESG datasets.
- ESG Scoring
- Bespoke ESG Indicators
- ESG Metrics
- Biodiversity Metrics
- Climate Reporting
- Impact Measurement
- Managed Data Service
- Regulatory Standards (SFDR, Taxonomy...)
ALTO Asset Servicing
A service providing cutting-edge capabilities
A solution supporting the business of Asset Servicers covering
Investment Compliance Oversight, Portfolio Analysis and Reporting.
- Portfolio Analysis
- Regulatory and Statutory Rule Design
- Breach management workflow
- Monitoring and Controlling breaches
- Client Reporting
- Multiple Data Source Integration
ALTO Employee Savings and Retirement
Manage savings and retirement schemes in a single platform
- Subscription and Redemtion
- Collective & Individual Operations
- Client Onboarding
- Arbitrages & Transfers
- Order Booking
- Documents Publishing
- Regulatory & Fiscal Reporting
- Multi-products and Tax Wrappers