A connected platform to deliver a unified approach to portfolio management.
Aladdin Wealth™
Accelerating growth and efficiency for wealth managers and private banks
Key pillars
01.
Growth
Grow wallet share through asset aggregation and conversion, while utilizing tax-aware transition management to drive new asset flows from both existing clients and prospects.
02.
Advisor impact
Automate tasks and empower advisors to efficiently deliver personalized, differentiated service at scale through a single digital platform.
03.
Oversight
Share house views, unify the language of risk, and manage a sophisticated product shelf.
Citi to Deliver New Customized Portfolio Offering Powered by BlackRock to Citi Wealth Clients Globally
The firm’s Aladdin Wealth technology platform – with its advanced risk, portfolio management and data insight capabilities – has been selected by Citi and will be deployed to Citi’s Private Bankers and investment professionals.
Morgan Stanley: The invisibility of the engine
Chris Scott-Hansen, Managing Director and Head of Investment Advisory at Morgan Stanley Wealth Management, and Woo Fung Kwong, Managing Director, Chief Strategic Advisor to Aladdin, discuss the importance of risk management in the wealth space and how a risk-centric approach is changing the advisor-client relationship.
A connected experience across your organization
The Aladdin Wealth platform integrates with your wealth ecosystem—reducing friction and equipping all users with the same language of portfolios.
Risk & Oversight
Enable the identification of risks, distribution of alerts to advisors, and centralized monitoring of outliers across the firm's book of business.
Business Insights
Identify risks and opportunities across the entire business to support strategic decision-making.
Advisor Nudges
Identify key client accounts and deliver targeted nudges that encourage advisors to quickly implement ideas for more effective portfolio management.
Model Management
Manage the construction, distribution, and adoption of an investment product shelf including SAAs, TAAs, and models.
Scaled Portfolio Management
Enable high-scale rebalancing and exception-based reviews, helping portfolio managers align accounts to models or benchmarks while incorporating client preferences and restrictions.
Flexible Proposal Generation
Provide complete portfolio lifecycle capabilities-from prospecting to implementation-with analytics and workflows that enable advisors to deliver impactful presentations, proposals, and portfolio outcomes to clients.
Whole Portfolio View
Equip advisors with a comprehensive view of client portfolios, spanning public and private assets across both internal and external holdings, to support holistic and differentiated investment perspectives.
Book Insights
Help advisors proactively identify risks and opportunities in their book of business, allowing them to deepen client engagement and drive growth.
Next Best Action
Deliver data-driven recommendations that help advisors take timely, relevant actions to service clients when they need it most.
Portfolio Management
Empower advisors to rebalance client portfolios against benchmarks or models to maintain optimal portfolio management and adhere to client preferences and restrictions.
Our Platform Partners
Avaloq
Transform your business and reduce complexity with our pre-integrated solution. By connecting Avaloq’s core banking and digital tools with our investment management capabilities, we enable wealth managers to deliver on client goals and drive growth.
Investment Navigator
Improve efficiency and transparency when managing international investments. We’ve expanded our capabilities to manage cross-border investing complexity in one platform. Advisors can implement regulatory and suitability checks into their proposals.
Wealth management trends & insights
Actionable insights and thought leadership for the world’s wealth managers and private banks.
Aladdin Wealth wins APB Best Portfolio Management Solution Award
This award exemplifies how we empower advisors with tools to increase their impact and transform client engagement through personalized service.
Discover more from Aladdin
Wells Fargo launches Advisor Gateway leveraging Aladdin Wealth
(May 7, 2026) Wells Fargo has launched Advisor Gateway, the firm’s modernized, desktop technology for financial advisors offering on-demand client proposals and real-time portfolio analysis leveraging Aladdin Wealth™, wealth management technology.
iCapital® and Aladdin Wealth™ Integrate Alternatives for Advisors
(March 25, 2026) Aladdin Wealth advisors gain a streamlined, unified approach to incorporating alternatives into portfolio construction and diversification via a new partnership between iCapital’s alternative investment platform and Aladdin Wealth.
Aladdin Wealth™ Launches AI-Enabled Commentary Tool at Morgan Stanley
(Oct 2, 2025) The Aladdin Wealth platform’s new AI tool is designed to help financial advisors deliver more personalized, insightful, and efficient client service. Morgan Stanley Wealth Management's Portfolio Risk Platform is the first to implement.
Danske Bank Enhances Advisory Services with Aladdin Wealth™
(Jan 30, 2025) Danske Bank has selected Aladdin Wealth to enhance its advisory services and deliver a unique offering in the Nordics. Danske Bank is evolving its platform through more personalization and holistic analysis across the whole portfolio.
Aladdin Wealth™ Integrates Investment Navigator Capabilities
(Jan 27, 2025) Aladdin Wealth™ is integrating technology by Investment Navigator to enhance its cross-border compliance and product suitability capabilities, enabling advisors to make more informed portfolio recommendations for end investors.
Allianz Bank Strengthens Advisory Services with Aladdin Wealth™
(Dec 16, 2024) Allianz Bank selected Aladdin Wealth™ to strengthen their advisory services. With the integration, Allianz continues innovating their platform to scale personalization and respond more efficiently to clients’ needs in changing markets.
CaixaBank Launches New Advisory Service with Aladdin Wealth™
(Nov 15, 2024) CaixaBank Private Banking launched Advisory GPS, integrating the Aladdin Wealth platform’s capabilities to create a unique offering in Spain to drive advisor efficiency and deliver personalized investment proposals to more clients.
“Experiences must be seamless”: Three trends shaping Wealth Tech
The rapid evolution of financial technology is causing a shift towards advisory models to support personalized wealth management. Private banks must scale up and customize their offerings to meet demands of the next generation of investors.
Frequently asked questions
Aladdin Wealth is an investment management platform that enables wealth managers to accelerate growth across client segments, drive advisor efficiency & scale through connected digital systems, and deepen relationships by surfacing business opportunities to personalize client portfolios.