ALADDIN WEALTH

ALADDIN® WEALTH

Aladdin Wealth is an industry-leading platform powering the future of wealth management. Built on the portfolio and risk analysis technology used by BlackRock and sophisticated institutions globally, we are changing how advisors engage with individual investors and transforming wealth businesses.

Now more than ever, clients are wondering how they'll achieve their financial goals in uncertain markets.

Will my investments help me reach my goals?

I don't know what risks I'm taking.

Do my investments reflect my values?

I'm worried about the markets dropping.

Advisors need better tools to show clients their investments, exposure to risk, and to explain how their portfolios might perform in different scenarios. With Aladdin Wealth, you and your clients can see understand and act in ways no one else can. Aladdin Wealth gives you transparency into all your accounts. With clients, transparency builds the trust that leads to the consolidation of accounts with you.

Aladdin Wealth delivers the same portfolio, construction, and risk management capabilities that BlackRock and some of the world's most sophisticated investors rely on and integrates them into your daily workflows. In minutes, you can run stress tests and analyze your entire book of assets against our global risk models to create meaningful insights at scale that revolutionize the way you manage and monitor your business.

More than technology, being a part of the Aladdin Wealth community gives you ongoing access to innovation, as BlackRock and our partners evolve toward the future of wealth management. Aladdin Wealth is a sophisticated platform configurable to your business and operating model. It creates a consistent language that connects your entire organization in one place. Quickly identify portfolios that need attention and align them to intended outcomes to create a more consistent and better client experience. And when you deliver more aligned outcomes and share deeper insights into their investments and goals, it becomes clear to clients why they chose to work with you.

These reports have been a game changer in how I discuss my investments and financial goals with my advisor. It feels like we're speaking the same language.

I'm more comfortable with my investments now that I understand the risks.

I want my advisor to do this for all of my accounts.

Transform your business with Aladdin Wealth powering the future of financial advice and wealth management, not for one advisor or one client at a time, but for everyone. Businesses run better with a clarity of Aladdin.

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See how Aladdin Wealth brings clarity to wealth managers and their clients.

CHALLENGES WEALTH MANAGERS FACE TODAY

COVID-19 and current market volatility are dramatically changing the demands on wealth managers and financial advisors, in addition to the challenges they already face – higher client expectations, complex regulations, fee pressures and more.

CORE CAPABILITIES

The Aladdin Wealth platform delivers the scale, sophistication and simplicity you need to help more clients see their world in ways few others can. Build portfolios that are more aligned with investors’ goals, engage your clients with comprehensive and differentiated content that enhances your value proposition and transform your wealth business.

Portfolio Deep Dive
Analyze client portfolios the way they see things, from individual accounts to total household wealth, including external assets held away. Understand portfolio exposures across asset classes, geographies, risk factors, top contributors and sophisticated scenario analyses.
Portfolio deep dive
Proposal Generation
Rebalance your clients’ portfolios as market views and their needs change. Using the portfolio construction capabilities relied on by the world’s most sophisticated institutions, you can create investment proposals to evaluate changes in portfolio exposures, risks and different market scenarios.
Proposal builder
Business Management
Aladdin Wealth lets wealth managers see and understand their entire enterprise in one place, across all businesses, locations, and functions. You can identify patterns and trends as well as aggregate exposures, allowing you to manage your risks and business in an informed and efficient manner.
Risk monitor
Alerts
Shift your business to be more data-driven with systematic alerts that identify clients and accounts requiring attention. Create rules to identify both issues and opportunities, allowing advisors to know which clients to contact and where to focus the conversation.
Alerts

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