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LONDON, 27 January 2025 – Aladdin Wealth™, BlackRock’s wealth management platform, is integrating technology by Zurich-based fintech, Investment Navigator, to enhance its cross-border compliance and product suitability capabilities and enable financial advisors to make more informed portfolio recommendations for end investors. The integrated solution will streamline regulatory checks while strengthening efficiency and transparency for advisors when managing and distributing investments internationally in the Aladdin Wealth platform.
Launched in 2014, Investment Navigator’s digital solutions embed regulatory and offering checks as well as selling restrictions into the investment management process, across proposals, proposal check out, and trading checks.
The integration into Aladdin Wealth expands the platform’s capabilities to include product-level suitability, product tax suitability, mandatory documentation and cross-border checks directly into advisory proposals. This eliminates external, manual processes and improves portfolio personalization that is tailored to clients’ needs across regions. Investment Navigator’s key functions include helping advisors create validated buy-lists and seamlessly append important documents and reports to client proposals. These enhancements enable Aladdin Wealth clients to construct and service portfolios with even more speed and accuracy.
Venu Krishnamurthy, Global Head of Aladdin Wealth at BlackRock, commented: "Wealth management is going through a transformation with more financial advisors turning to technology to deliver tailored solutions at scale. Through our collaboration with Investment Navigator, clients can now seamlessly manage the complexities of cross-border investing within Aladdin Wealth, further enhancing the unique “language of portfolios” that our platform offers across the entire investment lifecycle.”
Alberto Rama, CEO of Investment Navigator, added, "We are thrilled to collaborate with BlackRock and integrate our technology into the Aladdin Wealth platform. Our wide range of checking capabilities, in particular in the fields of cross-border activities, product distribution and product documentation, will complement Aladdin Wealth's robust risk analytics and portfolio management tools, providing a comprehensive solution for investment professionals."
For Investment Navigator, the collaboration enables deeper integration of its services into the workflow of financial institutions, while opening opportunities for global client reach.
The expansion of Aladdin Wealth’s capabilities underlines BlackRock's ambition to leverage technology to deliver whole portfolio solutions for clients. Through expanding the Aladdin Wealth platform, BlackRock is unifying the investment management process for a broader range of investors, delivering a more efficient and cost-effective operating model to help clients grow at scale.
Aladdin Wealth is BlackRock's proprietary technology platform that unifies the investment management process and enables wealth managers to grow revenue, drive advisor efficiency, and scale their business. As a strategic partner to wealth managers and private banks, Aladdin Wealth combines sophisticated risk analytics with comprehensive portfolio management on a single, unified platform.
BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable. For additional information on BlackRock, please visit www.blackrock.com/corporate
Founded in 2014, Investment Navigator is offering tech-driven solutions that allows financial institutions to navigate through oceans of regulation, supporting them to conduct worldwide compliant business across all products, services and offerings. The privately owned company is headquartered in Zurich with representations in London, Madrid and Singapore, serving over 80 private banks, asset managers and independent wealth managers globally. For additional information on Investment Navigator, please visit www.investmentnavigator.com
BlackRock
Edward Whittaker
+44 (0) 7881 217939
Edward.whittaker@blackrock.com
Hanna Linnea Modder
+ +44 (20) 36493819
Hanna.modder@blackrock.com
Investment Navigator
Tobias Houdek
+41 44 286 90 00
tobias.houdek@investmentnavigator.com