Client preferences span many dimensions, ranging from tax to sustainability to other values. They’re essential to address yet challenging to implement efficiently or at scale.

Aladdin Wealth™ equips you to deliver personalized portfolios seamlessly and at scale for clients across programs and service models.

Express client preferences

Tailor investment proposals to clients’ unique profiles and preferences by leveraging technology that can scale model portfolios and practices.

Our configurable proposal generation capabilities can help you support your clients’ needs.
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Support complex needs

Take advantage of native and flexible support of households, sleeves, discretion and suitability to speak the language of clients’ portfolios.
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Maximize time with clients

Streamline your processes and take advisors quickly from robust analyses to productive client engagement.
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Our technology scales centrally managed advisory programs
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