Aladdin Wealth

Aladdin Wealth

BlackRock
+
+

Related Products

  • Nexo
    18,395 Ratings
    Visit Website
  • FreshBooks
    5,506 Ratings
    Visit Website
  • Project Insight
    121 Ratings
    Visit Website
  • Arryved
    46 Ratings
    Visit Website
  • Centrex Software
    18 Ratings
    Visit Website
  • GWI
    198 Ratings
    Visit Website
  • ThriveSparrow
    43 Ratings
    Visit Website
  • Sharesight
    566 Ratings
    Visit Website
  • Canopy
    1,025 Ratings
    Visit Website
  • Oxylabs
    1,145 Ratings
    Visit Website

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

When you simplify your financial planning you’re doing your best work, and when you do your best work your business will grow. How about instead of pitching the features and benefits of your products and services, deliver an interactive planning experience that tells a story about how your clients reach their destiny? Deliver an interactive experience and clear plans to improve every client meeting and close more business. Don’t miss out on referrals because clients can’t see your value. Customers love this easy-to-use, hands-on platform and are more likely to refer your firm when they have this tool at their disposal. Spend less time preparing for meetings and more time with the clients you’re meant to serve. Show clients the outcome of your investment recommendations, prove your advice is working, and build trust faster. Turn a prospect into a client within an hour with interactive real-time planning.

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

Institutions requiring a platform to improve their financial planning operations and grow their business

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

$149 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

Simplicitree
United States
www.simplicitreeplan.com

Alternatives

Alternatives

Moneytree

Moneytree

Moneytree Software
eMoney

eMoney

eMoney Advisor
BITA Risk

BITA Risk

corfinancial
inStream

inStream

inStream Solutions
WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
MoneyGuide

MoneyGuide

Envestnet
FamilyWealthGuru

FamilyWealthGuru

FACT Software Group
ReportWa

ReportWa

Hexaview

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 Simplicitree and update features and information
Claim Simplicitree and update features and information