The Aladdin Wealth platform delivers the scale, sophistication and simplicity you need to help more clients see their world in ways few others can. Build portfolios that are more aligned with investors’ goals, engage your clients with comprehensive and differentiated content that enhances your value proposition and transform your wealth business.

Portfolio deep dive
Analyze client portfolios the way they see things, from individual accounts to total household wealth, including external assets held away. Understand portfolio exposures across asset classes, geographies, risk factors, top contributors and sophisticated scenario analyses.

Proposal generation
Rebalance your clients’ portfolios as market views and their needs change. Using the portfolio construction capabilities relied on by the world’s most sophisticated institutions, you can create investment proposals to evaluate changes in portfolio exposures, risks and different market scenarios.

Business management
Aladdin Wealth lets wealth managers see and understand their entire enterprise in one place, across all businesses, locations, and functions. You can identify patterns and trends as well as aggregate exposures, allowing you to manage your risks and business in an informed and efficient manner.

Alerts
Shift your business to be more data-driven with systematic alerts that identify clients and accounts requiring attention. Create rules to identify both issues and opportunities, allowing advisors to know which clients to contact and where to focus the conversation.