For professional clients and qualified investors only

REGULATION BEST INTEREST

ALADDIN WEALTH CAN HELP PROVIDE A FOUNDATION TO MANAGE BUSINESS RISKS
We help our wealth partners 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.
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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.

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