Regulation best interest

Aladdin Wealth™ can help provide a foundation to manage business risks

We help our wealth partners in the U.S. evaluate risk more efficiently. Aladdin Wealth™ provides transparency and clarity for you to better understand and manage the risks in your business and client portfolios, enabling more informed investment decisions.

Support your foundation for each recommendation

  • Demonstrate understanding of investment risks at the security, account or household level with proposal builder
  • Evaluate how client portfolios and proposals may act across different market and economic conditions with sophisticated risk analytics and stress tests
  • 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

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

Simplify monitoring

  • Implement a common language of risk across product types, brokerage, advisory, retirement and non-retirement accounts as well as assets held away.
  • Seamlessly integrate risk analytics through APIs into your financial professionals’ workflow, client reporting, client portals and other parts of your existing ecosystem.
  • Migrate from increasingly tangled rules-based supervision to simpler and more flexible risk-based approaches that empower financial professionals.