The first major stage in the deployment of the ALTO Wealth & Distribution solution was completed on December 4.
Banco Sabadell has given the go-ahead to launch the retail banking DPM offering on a Friends & Family customer perimeter, and the private banking Advisory offering on a predefined group of pilot customers/bankers.
This is a major roll-out, marking the beginning of our new offering:
For DPM, our platform, already tried and tested for several years, has been modernized and enriched with Spanish specificities and adapted to new technologies and the Cloud.
Concerning Advisory, the ALTO Wealth module has been developed using ALTO Investment calculation engines and integrating a new portfolio optimization engine.
In partnership with Banco Sabadell, further milestones are expected in Q1 2024, with the aim of opening up the DPM offering to the market and rolling out the Advisory solution to all Private Banking customers.
Congratulations to the teams who have made this first deployment possible!