Audience
Advisors and financial companies seeking a tool to engage with individual investors and manage portfolios
About Aladdin Wealth
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.
Company Information
BlackRock
United States
www.blackrock.com/aladdin/products/aladdin-wealth
Videos and Screen Captures
enVisual360
enVisual360 is the first module-based wealth management software suite that can be licensed by module, meaning you only license what you need, when you need it. enVisual is scalable with solutions priced to suit small/startup firms and larger global firms. Our aim is to provide ROI and productivity immediately. Build your own system! Designed for wealth management firms, fit for purpose. Unlike many products on the market, enVisual360 does not require costly customisation to implement. enVisual is purpose-built by wealth professionals for wealth professionals and delivers productivity and reduced client administration costs, particularly those in relation to ever-increasing compliance obligations. enVisual360 delivers a range of fully integrated core modules that are; scalable, affordable, simple and fast to implement.
Learn more
Aladdin by BlackRock
BlackRock and hundreds of other investment professionals turn to the power of Aladdin to work smarter, not harder. More than investment software, Aladdin technology brings clarity and connectivity to the world’s financial ecosystem. Everything we do is guided by the conviction that investors need this clarity at every point in the investment process in order to make more informed decisions, scale efficiently and achieve better investment outcomes. In pursuit of this goal, we are relentlessly innovating and constantly evolving Aladdin technology. Aladdin Enterprise is a flexible, end-to-end operating system that brings clarity to investment professionals. Aladdin Wealth is an industry-leading platform powering the future of wealth management. Bringing together the market-leading capabilities of Aladdin for public markets and eFront for private markets sets a new standard in investment and risk management technology.
Learn more
Addepar
Addepar is a wealth management platform that specializes in data aggregation, analytics and performance reporting. Addepar allows you to spend time on what matters most: investing in client relationships. Addepar aggregates all financial accounts to create a consolidated view of your clients’ portfolios. Industry-leading analytics and reporting software allow you to tailor insights and conversations for each client and build long-lasting, trusted relationships. Our digital tools provide your clients with encrypted access to their financial information anytime and anywhere. Bridge back-office solutions with our custom reporting functionality. Rely on our in-house industry experts to understand your firm’s needs and get your firm up and running. Access our on-demand help center and online training portal to kickstart your experience. Addepar utilizes best practice safeguards, including role-based access control and data encryption at rest and in transit.
Learn more
Thomson ONE Wealth
Today’s dynamic and fast-paced business environment requires an efficient and nimble advisory. Thomson ONE Wealth is a complete front-to-back-office workflow solution that enables firms to scale and adapt with ease and agility. Keep abreast of market developments, so when an unexpected event unfolds, you can quickly assess the potential impact on your book of business. Enjoy unsurpassed depth and breadth of LSEG content to find patterns and create simple talking points. Use the wealth tools to create winning investment proposals, or the book management and client reporting tools to find actionable insights and strengthen existing relationships. Stay on top of the market with Thomson ONE Anywhere to remain connected while on the go. With Thomson ONE, firms can combine client data, market data and their own applications to unify workflow.
Learn more
You Might Also Like
BackBox seamlessly integrates with network monitoring and NetOps platforms and automates configuration backups, restores, and change detection. BackBox also provides before and after config diffs for change management, and automated remediation of discovered network security issues.
Product Details
Platforms Supported
SaaS
Training
Documentation
In Person
Videos
Support
Phone Support
Online