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.
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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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