Aladdin Wealth Enterprise Overview

Aladdin Wealth provides wealth management firms with the ability to evolve their businesses, drive growth in a differentiated way and create rigor and scale in their investment processes. This solution combines state of the art enterprise management, portfolio analysis, stress testing and portfolio construction all in one place, to ensure that your business is positioned to respond to the rapidly changing wealth management industry.

Aladdin Wealth Platform Overview

Key Capabilities:

Aladdin Wealth supports a wide range of services to fit every Wealth Manager’s unique operating model
Enterprise Management
Enterprise Management
Sales management
Sales Management
Robust Analytics & Content
Robust Analytics & Content
Risk Monitoring
Risk Monitoring
Portfolio construction
Portfolio Construction
Model construction
Model Construction

Wealth Management Services Supported

Discretionary
Discretionary
Advisory
Advisory
Brokerage
Brokerage/Execution only
External Assets
External Assets

Aggregate multiple accounts in one household view for a holistic, personalized engagement.

This solution is tailored for your business. Aladdin Wealth is delivered as a service, not software. Aladdin users are supported by over 2,500 dedicated experts.
Client service
Client Service
(+700)
Act as an extension of
in-house client teams
Analytics, Data & Production
Analytics, Data & Production
(+900)
Build risk models, create analyses with quality-controlled data
Development & Technology
Development & Technology
(+1,500)
Continuously evolve the
Aladdin platform