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Wealth management platform
ALADDIN WEALTH™
A connected platform to deliver a unified approach to portfolio management.
Accelerating growth and efficiency for wealth managers and private banks
KEY PILLARS
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01
Growth
Grow wallet share through asset aggregation and conversion, while utilizing tax-aware transition management to drive new asset flows from both existing clients and prospects.
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02
Advisor Impact
Automate tasks and empower advisors to efficiently deliver personalized, differentiated service at scale through a single digital platform.
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03
Oversight
Share house views, unify the language of risk, and manage a sophisticated product shelf.
Citi to Deliver New Customized Portfolio Offering Powered by BlackRock to Citi Wealth Clients Globally
The firm’s Aladdin Wealth technology platform – with its advanced risk, portfolio management and data insight capabilities – has been selected by Citi and will be deployed to Citi’s Private Bankers and investment professionals.
Morgan Stanley: The invisibility of the engine
Never Done podcast
Never Done podcast /
Morgan Stanley: The invisibility of the engine
Episode description:
Chris Scott-Hansen, Managing Director and Head of Investment Advisory at Morgan Stanley Wealth Management, and Woo Fung Kwong, Managing Director, Chief Strategic Advisor to Aladdin, discuss the importance of risk management in the wealth space and how a risk-centric approach is changing the advisor-client relationship.
Chris Scott-Hansen, Managing Director and Head of Investment Advisory at Morgan Stanley Wealth Management, and Woo Fung Kwong, Managing Director, Chief Strategic Advisor to Aladdin, discuss the importance of risk management in the wealth space and how a risk-centric approach is changing the advisor-client relationship.
A connected experience across your organization
The Aladdin Wealth platform integrates with your wealth ecosystem—reducing friction and equipping all users with the same language of portfolios.
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Risk & Oversight
Enable the identification of risks, distribution of alerts to advisors, and centralized monitoring of outliers across the firm's book of business.
Business Insights
Identify risks and opportunities across the entire business to support strategic decision-making.
Advisor Nudges
Identify key client accounts and deliver targeted nudges that encourage advisors to quickly implement ideas for more effective portfolio management.
Model Management
Manage the construction, distribution, and adoption of an investment product shelf including SAAs, TAAs, and models.
Scaled Portfolio Management
Enable high-scale rebalancing and exception-based reviews, helping portfolio managers align accounts to models or benchmarks while incorporating client preferences and restrictions.
Flexible Proposal Generation
Provide complete portfolio lifecycle capabilities-from prospecting to implementation-with analytics and workflows that enable advisors to deliver impactful presentations, proposals, and portfolio outcomes to clients.
Whole Portfolio View
Equip advisors with a comprehensive view of client portfolios, spanning public and private assets across both internal and external holdings, to support holistic and differentiated investment perspectives.
Book Insights
Help advisors proactively identify risks and opportunities in their book of business, allowing them to deepen client engagement and drive growth.
Next Best Action
Deliver data-driven recommendations that help advisors take timely, relevant actions to service clients when they need it most.
Portfolio Management
Empower advisors to rebalance client portfolios against benchmarks or models to maintain optimal portfolio management and adhere to client preferences and restrictions.
Our Platform Partners
Aladdin Wealth wins APB Best Portfolio Management Solution Award
This award exemplifies how we empower advisors with tools to increase their impact and transform client engagement through personalized service.
Discover more from Aladdin
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Frequently asked questions
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Aladdin Wealth is an investment management platform that enables wealth managers to accelerate growth across client segments, drive advisor efficiency & scale through connected digital systems, and deepen relationships by surfacing business opportunities to personalize client portfolios.
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Aladdin Wealth provides technology for top wealth managers and their advisors globally, including wirehouses, private banks, regional banks, TAMPs, RIAs, and Broker-Dealers.
Our platform serves client segments from mass market, affluent, high net worth and ultra-high net worth across programs such as brokerage, retail, fee-based advisory, tax & personalization, and overlay.
Aladdin Wealth connects wealth users from management to the CIO office, portfolio managers, investment consultants, advisors and end customers. Our platform supports a whole portfolio approach across asset classes such as fixed income, equity, funds, options, structured products, alternatives, annuities and insurance.
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Aladdin Wealth provides capabilities to meet both the central office’s key needs for business oversight and management, as well as advisors’ key needs for client and portfolio management.
● Business insights.
● Risk & oversight
● Opportunity management
● Model management
● Scaled portfolio & rebalancing
● Book insights
● Next best action
● Portfolio management & rebalancing -
Aladdin Wealth supports flexible integration, allowing wealth managers to connect seamlessly with systems like CRM, Financial Planning, and OMS, enhancing the advisor experience across the ecosystem.
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This material is provided for informational purposes only and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are subject to change at any time without notice. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by BlackRock to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. Performance and risk calculations, including those incorporated into Aladdin technology, are based on assumptions, historical correlations, and other factors (such as inputs provided by the Aladdin users) and are not assured to predict future results. All graphs and screenshots are for illustrative purposes only. BlackRock’s Aladdin platform is a financial technology platform designed for institutional, wholesale, qualified, and professional investor/client use only and is not intended for end investor use. Aladdin users undertake sole responsibility and liability for investment or other decisions related to the technology’s calculations and for compliance with applicable laws and regulations. The technology should not be viewed or construed by any Aladdin users, or their customers or clients, as providing investment advice or investment recommendations to any parties. For additional information on any of the descriptions contained herein, please contact your Aladdin Relationship Management representative. BlackRock may modify or discontinue any functionality or service component described herein at any time without prior advance notice to you.
Certain Aladdin technology products and services may not be offered by BlackRock in your local jurisdiction.
In the U.S. and Canada, this material is intended for institutional investors. In the UK, this material is for professional clients (as defined by the Financial Conduct Authority or MiFID Rules) and qualified investors only and should not be relied upon by any other persons. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock. In the EEA, this material is for professional clients, professional investors, qualified clients and qualified investors. For qualified investors in Switzerland: This information is marketing material. This material shall be exclusively made available to, and directed at, qualified investors as defined in Article 10 (3) of the CISA of 23 June 2006, as amended, at the exclusion of qualified investors with an opting-out pursuant to Art. 5 (1) of the Swiss Federal Act on Financial Services ("FinSA"). For information on art. 8 / 9 Financial Services Act (FinSA) and on your client segmentation under art. 4 FinSA, please see the following website: www.blackrock.com/finsa. In Singapore, this is for use only with institutional investors as defined in Section 4A of the Securities and Futures Act, Chapter 289 of Singapore. In the provision of any of the services described herein, neither BlackRock (nor any of its affiliates) will be acting in a capacity as investment adviser or broker-dealer nor will it be performing the functions of an organized market or exchange (and has not been recognized as doing so by the Monetary Authority of Singapore). In Hong Kong, the technology and the material is for distribution to "Professional Investors" (as defined in the Securities and Futures Ordinance (Cap.571 of the laws of Hong Kong) and any rules made under that ordinance.) and should not be relied upon by any other persons or redistributed to retail clients in Hong Kong. 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