Proposal generation

Aladdin Wealth™ technology supports the client proposal generation process from identification to implementation, helping wealth managers delight clients and win more business.

Aladdin Wealth™ technology can support your client proposal generation process from identification to implementation.

01

IDENTIFY

Pinpoint your clients and prospects with detailed insights dashboards, alerts, and support for central office guidance.

02

CONSTRUCT

Create your own personalized client recommendations with deep analytics to help align your clients to their goals.

03

DELIVER

Highlight the benefits of your proposed portfolio changes with compelling, client friendly reports.

04

IMPLEMENT

Add relevant information like trade reason to client approved-proposals prior to executing in your order management system.

When building proposals for your clients, our technology can deliver your ideas with configuration options driven by your firm’s needs.

Bespoke Proposals

Our bespoke proposal technology provides advisors the freedom and flexibility to create proposals from scratch, edit portfolios or use home office, third party, and custom models, underscored by institutional-quality analytics to support their decision-making process.

Guided Proposals

Our guided proposal technology simplifies and helps scale complex advisor workflows, with a flexible degree of control for home offices so that advisors can spend more quality time with their clients and deliver sophisticated, personalized portfolios.

Whatever your approach, benefit from these features

Our technology empowers advisors to create proposals based on criteria and constraints defined by your firm and your clients. Your inputs, your decisions, making it easy to share with your clients.