Differentiated advice is vital to growing a business. Aladdin Wealth™ brings a deeper level of intelligence to support higher-quality client interactions.

Advise clients on the whole portfolio, not individual accounts or products

Provide a deep understanding of how clients are tracking towards their portfolio goals while helping to grow firm assets.
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Expand client relationships

Demonstrate how you would manage external assets by generating proposals in support of your clients’ overall objectives.

Our proposal generation capabilities can help you create personalized recommendations so you can delight clients and win more business.
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Uncover actionable moments

Easily discover and act on timely client-specific opportunities, such as when portfolios are eligible for transition or new services.
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Incorporate thematic campaigns​

Identify clients at scale and how they can benefit from themes or investments through connected central office and advisor workflows.
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