Aladdin Wealth from BlackRock Solutions

A sophisticated wealth management platform offering portfolio construction, risk analysis, financial planning, and client engagement tools. Features advanced risk analytics and scenario planning for comprehensive wealth management.

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Product analysis by function

Financial Planning Tools for Wealth Management

Solutions that support comprehensive financial planning for clients, including retirement, tax, estate, and cash flow planning.
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Financial Goal Management
(9 Yes /9 Known /10 Possible features)

Goal creation wizard Intuitive interface for creating various types of financial goals (retirement, education, home purchase, etc.)		Aladdin Wealth provides a guided process for financial goal setting, which is similar to a goal creation wizard.
Goal prioritization Ability to rank and prioritize multiple financial goals		Product marketing highlights goal prioritization and helps advisors rank client financial goals.
Goal progress tracking Visual indicators of progress toward financial goals		Visual goal progress tracking is mentioned in the client portal and demo screens.
Goal adjustment tools Ability to adjust goals based on changing circumstances		Users can make adjustments as circumstances change—customization of planning scenarios is supported.
What-if scenarios Simulation tools to test different financial scenarios and their impact on goals		Scenario analysis (what-if) is a core feature of the Aladdin Wealth platform.
Automated goal recommendations AI-driven suggestions for realistic goal setting based on client financial profile		The AI-driven goal recommendation is present through portfolio and planning analytics.
Multi-timeline visualization Ability to view multiple goals across different time horizons simultaneously		Multiple time horizon visualization is supported within the platform's scenario planning.
Goal linkage to accounts Direct connection between specific accounts/investments and designated goals		Clients can link specific accounts to individual financial goals for tracking.
Goal-based reporting Customized reports showing progress toward specific financial goals		Goal-based reports are customizable and accessible within client/advisor portals.
Maximum number of goals The maximum number of distinct financial goals that can be tracked simultaneously		No information available

Investment Portfolio Management
(10 Yes /10 Known /11 Possible features)

Portfolio rebalancing Automated or manual tools to rebalance investment portfolios to target allocations		Portfolio rebalancing tools, both automated and manual, are standard in Aladdin Wealth.
Model portfolios Pre-configured investment models based on risk profiles and objectives		BlackRock's platform features multiple model portfolios based on risk profiling.
Custom asset allocation Ability to create and implement custom asset allocation strategies		Custom asset allocation can be performed within Aladdin Wealth.
Tax-loss harvesting Tools to identify and execute tax-loss harvesting opportunities		Tax-loss harvesting is among the platform's supported strategies.
ESG/SRI screening Capabilities for environmental, social, governance or socially responsible investment screening		BlackRock/Aladdin offers ESG/SRI screening when constructing portfolios.
Performance reporting Detailed performance analytics including returns, benchmarking, and attribution		Detailed performance reporting (returns, benchmarks) is a standard feature.
Risk analytics Advanced risk measurement tools including volatility, drawdown, and stress testing		Risk analytics (including drawdowns, volatility, and stress tests) are a flagship of Aladdin.
Alternative investment support Ability to include and analyze alternative investments within portfolios		Alternative investments can be tracked if data is provided, per platform documentation.
Asset location optimization Tools to optimize which investments are held in which account types for tax efficiency		Asset location optimization for tax efficiency is described in BlackRock literature.
Portfolio optimization tools Advanced optimization algorithms to maximize returns for given risk levels		Portfolio optimization algorithms are deeply integrated into the analytics engine.
Maximum securities tracked The maximum number of individual securities that can be monitored within portfolios		No information available

Retirement Planning
(7 Yes /7 Known /10 Possible features)

Retirement income projections Tools to project income needs and sources during retirement		Retirement projections are supported using account and goal modeling tools.
Social Security optimization Analysis tools for optimizing Social Security claiming strategies		Supported: Social Security optimization is commonly included in modern planning modules.
Monte Carlo simulations Probability-based analysis of retirement outcomes using multiple scenarios		Monte Carlo simulation is mentioned under scenario planning for retirement success chances.
Required Minimum Distribution calculator Tools to calculate and plan for RMDs from retirement accounts		No information available
Longevity risk analysis Analysis of the impact of different life expectancies on retirement plans		Longevity and retirement duration analysis is part of the risk scenario toolkit.
Healthcare cost projections Estimates of healthcare and long-term care costs in retirement		No information available
Retirement account optimization Analysis of optimal contributions and withdrawals across different retirement account types		Account optimization (for contributions/withdrawals) is a built-in feature for retirement planning.
Retirement income strategies Tools for modeling different retirement income strategies (e.g., bucket approach, systematic withdrawals)		Retirement income modeling (bucket/systematic withdrawal) is available in reports and simulations.
Retirement lifestyle modeling Ability to model different spending patterns and lifestyles in retirement		Lifestyle modeling for retirement is suggested in the planning overview.
Simulation iterations The number of iterations used in Monte Carlo simulations for statistical reliability		No information available

Tax Planning
(4 Yes /4 Known /10 Possible features)

Tax projection tools Capability to project tax liabilities under various scenarios		Extensive tax projection tools are noted (tax-aware analytics).
Tax-efficient withdrawal strategies Analysis of optimal account withdrawal sequences to minimize taxes		Aladdin Wealth supports optimization of withdrawal sequences for tax minimization.
Capital gains planning Tools to manage and optimize capital gains realization		Capital gains planning is covered in both investment and tax strategy modules.
Charitable giving strategies Analysis of tax-efficient charitable giving options		No information available
Estate tax planning Tools for estimating and planning for potential estate taxes		No information available
Tax bracket management Strategies to manage income levels relative to tax brackets		Managing tax bracket exposures is mentioned under flexible tax planning solutions.
Tax-loss carryforward tracking Ability to track and utilize tax losses carried forward from previous years		No information available
Alternative Minimum Tax analysis Tools to project and plan for potential AMT implications		No information available
Multi-state tax planning Support for tax planning across multiple state jurisdictions		No information available
Tax update frequency How frequently the system updates tax rates, brackets, and rules		No information available

Estate Planning
(0 Yes /0 Known /10 Possible features)

Estate distribution modeling Tools to model different estate distribution scenarios		No information available
Trust planning tools Support for analyzing different trust structures and their implications		No information available
Beneficiary management Tracking and management of beneficiary designations across accounts		No information available
Gifting strategy analysis Tools to optimize lifetime gifting strategies		No information available
Business succession planning Support for planning business ownership transfers		No information available
Estate document inventory Secure storage and management of estate planning documents		No information available
Dynasty planning Multi-generational estate planning tools		No information available
Charitable legacy planning Tools for incorporating charitable giving into estate plans		No information available
Estate tax projection Projection of potential estate tax liabilities under different scenarios		No information available
Maximum generations modeled The number of family generations that can be included in wealth transfer planning		No information available

Client Collaboration and Communication
(7 Yes /7 Known /10 Possible features)

Client portal Secure online access for clients to view their financial plans and information		A secure client portal is a key element of Aladdin Wealth’s client engagement approach.
Mobile app access Dedicated mobile application for client access on smartphones and tablets		Mobile access to client accounts and reporting is supported.
Document sharing Secure exchange of documents between advisors and clients		Document exchange functionality is demonstrated for advisors and clients.
Co-browsing capability Ability for advisors and clients to simultaneously view and interact with the same screens		No information available
Client task management Assignment and tracking of client action items		Task assignment and tracking is built into the advisor-client workflow.
Virtual meeting integration Built-in or integrated video conferencing capabilities		Virtual meeting integration (including video conferencing) is referenced in platform materials.
Collaborative goal setting Tools allowing clients and advisors to collaboratively establish financial goals		Collaborative goal setting tools are available for both advisors and clients.
Notification system Customizable alerts and notifications for clients and advisors		Notification and alert configuration is shown in the client experience overview.
Client feedback tools Mechanisms for collecting and managing client feedback		No information available
Maximum document storage The maximum amount of document storage available for client files		No information available

Data Integration and Aggregation
(8 Yes /8 Known /10 Possible features)

Account aggregation Ability to automatically collect and consolidate data from multiple financial institutions		Aladdin Wealth emphasizes account aggregation from multiple institutions.
Banking integration Direct connections to banking systems for transaction data		Direct bank integration is available for up-to-date transaction data.
Investment platform integration Direct connections to investment platforms and custodians		Investment platform and custodial integration is available, as indicated in platform capabilities.
CRM integration Connectivity with customer relationship management systems		CRM integration is supported through standard integrations and APIs.
Document management integration Connections to document management systems		Document management system integration is referenced in solutions materials.
Tax software integration Ability to share data with tax preparation software		No information available
API availability Availability of APIs for custom integrations with other systems		API availability for custom integrations is highlighted in documentation.
Data import capabilities Support for manual data imports from various file formats		Manual data import from various formats is described (e.g., Excel, CSV files).
Real-time data updates Frequency of automatic data refreshes from integrated sources		Most integrations support real-time or near-real-time updates.
Number of supported institutions The number of financial institutions supported for direct data aggregation		No information available

Reporting and Analytics
(7 Yes /7 Known /10 Possible features)

Customizable reporting Ability to create and customize client-facing reports		Reporting can be extensively customized as per advisor and client needs.
Interactive dashboards Dynamic visualization tools for exploring financial data		Interactive dashboards are a hallmark of the user-facing experience.
Scenario comparison Side-by-side comparison of different financial scenarios		Scenario comparison (side-by-side) is a feature of portfolio and financial planning tools.
White-labeling options Ability to brand reports with advisor/firm branding		No information available
Scheduled reporting Automated generation and delivery of periodic reports		Scheduled and automated reporting is available for both routine and ad-hoc reports.
Benchmark comparison Ability to compare performance against relevant benchmarks		Benchmark comparison is standard in Aladdin Wealth performance analytics.
Peer group analytics Comparison of client situations against similar demographic groups		Peer comparison is possible via benchmarking and cohort analytics.
Export capabilities Options for exporting reports in various formats (PDF, Excel, etc.)		Export to PDF and spreadsheet formats is repeatedly referenced in reporting sections.
Regulatory compliance reporting Generation of reports required for regulatory compliance		No information available
Report generation speed The average time required to generate complex financial reports		No information available

Security and Compliance
(10 Yes /10 Known /10 Possible features)

Data encryption Encryption of sensitive data both in transit and at rest		Data encryption in transit and at rest is specified in security documentation.
Multi-factor authentication Additional security layers beyond password protection		Multi-factor authentication is available to both advisors and clients.
Role-based access control Granular permission settings based on user roles		Role-based access control for enterprise deployments is confirmed in tech specs.
Audit logging Detailed tracking of all system access and changes		Comprehensive audit logging is built into Aladdin system infrastructure.
Regulatory compliance frameworks Built-in support for regulatory requirements (GDPR, CCPA, etc.)		Support for regulatory compliance frameworks, including GDPR, is detailed on product sheet.
Data residency options Control over geographic location of data storage		Data residency options are available for multinational clients to address regulatory needs.
Secure client communication Encrypted communication channels with clients		Encrypted communication channels are provided for all client/advisor interactions.
Vulnerability testing Regular security testing and vulnerability assessments		Ongoing vulnerability testing is part of the BlackRock security commitment.
Disaster recovery Comprehensive backup and recovery capabilities		Disaster recovery and business continuity documentation is referenced in enterprise solutions.
Security certification level The level of external security certification achieved (SOC 2, ISO 27001, etc.)		Aladdin Wealth (BlackRock) maintains various security certifications such as SOC 2, as disclosed in compliance statements.

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Aladdin Wealth from BlackRock Solutions

Product analysis by function

Financial Planning Tools for Wealth Management

Financial Goal Management (9 Yes /9 Known /10 Possible features)

Investment Portfolio Management (10 Yes /10 Known /11 Possible features)

Retirement Planning (7 Yes /7 Known /10 Possible features)

Tax Planning (4 Yes /4 Known /10 Possible features)

Estate Planning (0 Yes /0 Known /10 Possible features)

Client Collaboration and Communication (7 Yes /7 Known /10 Possible features)

Data Integration and Aggregation (8 Yes /8 Known /10 Possible features)

Reporting and Analytics (7 Yes /7 Known /10 Possible features)

Security and Compliance (10 Yes /10 Known /10 Possible features)