REGULATION BEST INTEREST

PROVIDE A SOUND FOUNDATION TO MANAGE BUSINESS RISKS
We’re working across the industry to help our wealth partners in the U.S. to see risk more clearly. Aladdin Wealth provides the transparency and clarity for you to understand and manage the risks in your business and client portfolios, enabling more informed investment decisions.
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SUPPORT YOUR FOUNDATION FOR EACH RECOMMENDATION

Proposal builder
Demonstrate understanding of investment risks at the security, account or household level with proposal builder
Stress tests
Evaluate how client portfolios and proposals may act across different market and economic conditions with sophisticated risk analytics and stress tests
Investment Proposals
Show how your recommendations align to clients’ investment profiles and relevant benchmarks, at the account and household level, through investment proposals

CREATE ONE CONSISTENT RISK-BASED PROCESS FOR YOUR WHOLE FIRM

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Evaluate alignment to risk profile at the account, household, and practice level
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Monitor the whole enterprise seamlessly at all levels on a daily basis, with alerts to identify issues and outliers
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Filter, scan and supervise risks and exposures with risk monitor

SIMPLIFY MONITORING

Aladdin Wealth can help simplify monitoring across brokerage and advisory by integrating a common risk architecture into existing technology ecosystems.
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Implement a common language of risk across product types, brokerage, advisory, retirement and non-retirement accounts as well as external assets held away.
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Seamlessly integrate risk analytics through APIs into your financial professionals’ workflow, client reporting and client portals and other parts of the current ecosystem.
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Migrate from increasingly tangled rules-based supervision to simpler and more flexible risk-based approaches that empower financial professionals.

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