Aladdin Wealth

Aladdin Wealth

BlackRock
BITA Risk

BITA Risk

corfinancial
+
+

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About

Aladdin Wealth™ is an industry-leading platform powering the future of wealth management. Built on the portfolio and risk analysis technology used by BlackRock and sophisticated institutions globally, we are transforming wealth businesses and changing how advisors engage with individual investors. Be on top of your business with comprehensive and insightful data that allows you to identify trends and manage effectively. Uncomplicate complex client needs with a holistic approach that brings relevant, timely insights to every client engagement. Meet the unique circumstances of every client while personalizing portfolios at scale. Accelerate and scale your business with powerful tools to engage clients and help them achieve their objectives. The speed and depth at which you understand what’s happening in your firm are critical. Interact with Aladdin Wealth™ analytics that spans your businesses, locations, and functions, all in one place.

About

Powering the future of wealth management, supporting advisors, investment teams and governance divisions. BITA Wealth delivers a better client and advisor experience through improved insight, efficiency, oversight and control. BITA Risk®, with client AUM of over £160bn, is part of the corfinancial™ group. Its BITA Wealth application is innovative, award-winning software for high and ultra-high net worth wealth managers. BITA Wealth provides investment teams, advisors/managers, and governance divisions with the tools they need to develop and grow their businesses in a controlled way. Suitable for wealth management firms, broker-dealers, private banks, trust companies and family offices, BITA Wealth is designed as a series of modules. Multi-dimensional investor profiling, considering risk, suitability and ESG characteristics and preferences, then systematically matching these to a firm’s investment proposition.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Advisors and financial companies seeking a tool to engage with individual investors and manage portfolios

Audience

Enterprises searching for an advanced suitability, investment and governance solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BlackRock
United States
www.blackrock.com/aladdin/products/aladdin-wealth

Company Information

corfinancial
Founded: 1996
United Kingdom
www.corfinancialgroup.com/financial-software-products/bita-risk/

Alternatives

Alternatives

WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
MoneyWare

MoneyWare

Miles Software (EbixCash)
BITA Risk

BITA Risk

corfinancial
M2Advisor

M2Advisor

M2Wealth
WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
PriceMetrix

PriceMetrix

McKinsey & Company
FamilyWealthGuru

FamilyWealthGuru

FACT Software Group

Categories

Categories

Integrations

BlackRock 360 Evaluator
Swarm

Integrations

BlackRock 360 Evaluator
Swarm
Claim Aladdin Wealth and update features and information
Claim Aladdin Wealth and update features and information
Claim BITA Risk and update features and information
Claim BITA Risk and update features and information