Aladdin Wealth

Aladdin Wealth

BlackRock
+
+

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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

Hubly allows you to unleash the power of effortless financial advisory, transforming your firm’s household experience into a high‑touch, stress‑free system that scales efficiently. Its cloud-native practice management operating system combines CRM integration, dynamic workflow automation, role-based task routing, conditional logic, and built-in reminders to ensure consistency and eliminate administrative errors. With more than 100+ plug‑and‑play workflow templates, from client onboarding and money movement to client reviews, meeting prep, and employee onboarding, Hubly delivers a repeatable client experience at scale. It provides a centralized hub feed and client cards displaying progress, upcoming tasks, past interactions, and assigned responsibilities, giving users full visibility and team accountability. Hubly’s no-code, intuitive design makes building, customizing, and sharing workflows simple.

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

Financial advisory firms seeking a solution that integrates with their CRM and tools to standardize client processes, boost team accountability, and scale client service smoothly

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

$75 per month
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

Hubly
Founded: 2019
Canada
www.myhubly.com

Alternatives

Alternatives

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BITA Risk

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WealthERP

WealthERP

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FamilyWealthGuru

FamilyWealthGuru

FACT Software Group
Thomson ONE Wealth

Thomson ONE Wealth

LSEG Data & Analytics

Categories

Categories

Integrations

BlackRock 360 Evaluator
Calendly
Gmail
Mailchimp
Redtail CRM
Swarm
Wealthbox
Zapier
Zoom

Integrations

BlackRock 360 Evaluator
Calendly
Gmail
Mailchimp
Redtail CRM
Swarm
Wealthbox
Zapier
Zoom
Claim Aladdin Wealth and update features and information
Claim Aladdin Wealth and update features and information
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Claim Hubly and update features and information