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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.
More Financial Planning Tools
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Financial Goal Management
(9 Yes /9 Known /10 Possible features)
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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. | |
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Goal prioritization Ability to rank and prioritize multiple financial goals |
Product marketing highlights goal prioritization and helps advisors rank client financial goals. | |
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Goal progress tracking Visual indicators of progress toward financial goals |
Visual goal progress tracking is mentioned in the client portal and demo screens. | |
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Goal adjustment tools Ability to adjust goals based on changing circumstances |
Users can make adjustments as circumstances change—customization of planning scenarios is supported. | |
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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. | |
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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. | |
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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. | |
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Goal linkage to accounts Direct connection between specific accounts/investments and designated goals |
Clients can link specific accounts to individual financial goals for tracking. | |
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Goal-based reporting Customized reports showing progress toward specific financial goals |
Goal-based reports are customizable and accessible within client/advisor portals. | |
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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)
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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. | |
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Model portfolios Pre-configured investment models based on risk profiles and objectives |
BlackRock's platform features multiple model portfolios based on risk profiling. | |
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Custom asset allocation Ability to create and implement custom asset allocation strategies |
Custom asset allocation can be performed within Aladdin Wealth. | |
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Tax-loss harvesting Tools to identify and execute tax-loss harvesting opportunities |
Tax-loss harvesting is among the platform's supported strategies. | |
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ESG/SRI screening Capabilities for environmental, social, governance or socially responsible investment screening |
BlackRock/Aladdin offers ESG/SRI screening when constructing portfolios. | |
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Performance reporting Detailed performance analytics including returns, benchmarking, and attribution |
Detailed performance reporting (returns, benchmarks) is a standard feature. | |
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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. | |
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Alternative investment support Ability to include and analyze alternative investments within portfolios |
Alternative investments can be tracked if data is provided, per platform documentation. | |
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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. | |
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Portfolio optimization tools Advanced optimization algorithms to maximize returns for given risk levels |
Portfolio optimization algorithms are deeply integrated into the analytics engine. | |
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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)
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Retirement income projections Tools to project income needs and sources during retirement |
Retirement projections are supported using account and goal modeling tools. | |
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Social Security optimization Analysis tools for optimizing Social Security claiming strategies |
Supported: Social Security optimization is commonly included in modern planning modules. | |
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Monte Carlo simulations Probability-based analysis of retirement outcomes using multiple scenarios |
Monte Carlo simulation is mentioned under scenario planning for retirement success chances. | |
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Required Minimum Distribution calculator Tools to calculate and plan for RMDs from retirement accounts |
No information available | |
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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. | |
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Healthcare cost projections Estimates of healthcare and long-term care costs in retirement |
No information available | |
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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. | |
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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. | |
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Retirement lifestyle modeling Ability to model different spending patterns and lifestyles in retirement |
Lifestyle modeling for retirement is suggested in the planning overview. | |
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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)
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Tax projection tools Capability to project tax liabilities under various scenarios |
Extensive tax projection tools are noted (tax-aware analytics). | |
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Tax-efficient withdrawal strategies Analysis of optimal account withdrawal sequences to minimize taxes |
Aladdin Wealth supports optimization of withdrawal sequences for tax minimization. | |
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Capital gains planning Tools to manage and optimize capital gains realization |
Capital gains planning is covered in both investment and tax strategy modules. | |
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Charitable giving strategies Analysis of tax-efficient charitable giving options |
No information available | |
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Estate tax planning Tools for estimating and planning for potential estate taxes |
No information available | |
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Tax bracket management Strategies to manage income levels relative to tax brackets |
Managing tax bracket exposures is mentioned under flexible tax planning solutions. | |
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Tax-loss carryforward tracking Ability to track and utilize tax losses carried forward from previous years |
No information available | |
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Alternative Minimum Tax analysis Tools to project and plan for potential AMT implications |
No information available | |
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Multi-state tax planning Support for tax planning across multiple state jurisdictions |
No information available | |
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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)
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Estate distribution modeling Tools to model different estate distribution scenarios |
No information available | |
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Trust planning tools Support for analyzing different trust structures and their implications |
No information available | |
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Beneficiary management Tracking and management of beneficiary designations across accounts |
No information available | |
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Gifting strategy analysis Tools to optimize lifetime gifting strategies |
No information available | |
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Business succession planning Support for planning business ownership transfers |
No information available | |
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Estate document inventory Secure storage and management of estate planning documents |
No information available | |
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Dynasty planning Multi-generational estate planning tools |
No information available | |
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Charitable legacy planning Tools for incorporating charitable giving into estate plans |
No information available | |
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Estate tax projection Projection of potential estate tax liabilities under different scenarios |
No information available | |
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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)
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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. | |
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Mobile app access Dedicated mobile application for client access on smartphones and tablets |
Mobile access to client accounts and reporting is supported. | |
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Document sharing Secure exchange of documents between advisors and clients |
Document exchange functionality is demonstrated for advisors and clients. | |
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Co-browsing capability Ability for advisors and clients to simultaneously view and interact with the same screens |
No information available | |
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Client task management Assignment and tracking of client action items |
Task assignment and tracking is built into the advisor-client workflow. | |
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Virtual meeting integration Built-in or integrated video conferencing capabilities |
Virtual meeting integration (including video conferencing) is referenced in platform materials. | |
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Collaborative goal setting Tools allowing clients and advisors to collaboratively establish financial goals |
Collaborative goal setting tools are available for both advisors and clients. | |
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Notification system Customizable alerts and notifications for clients and advisors |
Notification and alert configuration is shown in the client experience overview. | |
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Client feedback tools Mechanisms for collecting and managing client feedback |
No information available | |
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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)
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Account aggregation Ability to automatically collect and consolidate data from multiple financial institutions |
Aladdin Wealth emphasizes account aggregation from multiple institutions. | |
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Banking integration Direct connections to banking systems for transaction data |
Direct bank integration is available for up-to-date transaction data. | |
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Investment platform integration Direct connections to investment platforms and custodians |
Investment platform and custodial integration is available, as indicated in platform capabilities. | |
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CRM integration Connectivity with customer relationship management systems |
CRM integration is supported through standard integrations and APIs. | |
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Document management integration Connections to document management systems |
Document management system integration is referenced in solutions materials. | |
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Tax software integration Ability to share data with tax preparation software |
No information available | |
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API availability Availability of APIs for custom integrations with other systems |
API availability for custom integrations is highlighted in documentation. | |
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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). | |
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Real-time data updates Frequency of automatic data refreshes from integrated sources |
Most integrations support real-time or near-real-time updates. | |
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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)
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Customizable reporting Ability to create and customize client-facing reports |
Reporting can be extensively customized as per advisor and client needs. | |
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Interactive dashboards Dynamic visualization tools for exploring financial data |
Interactive dashboards are a hallmark of the user-facing experience. | |
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Scenario comparison Side-by-side comparison of different financial scenarios |
Scenario comparison (side-by-side) is a feature of portfolio and financial planning tools. | |
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White-labeling options Ability to brand reports with advisor/firm branding |
No information available | |
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Scheduled reporting Automated generation and delivery of periodic reports |
Scheduled and automated reporting is available for both routine and ad-hoc reports. | |
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Benchmark comparison Ability to compare performance against relevant benchmarks |
Benchmark comparison is standard in Aladdin Wealth performance analytics. | |
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Peer group analytics Comparison of client situations against similar demographic groups |
Peer comparison is possible via benchmarking and cohort analytics. | |
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Export capabilities Options for exporting reports in various formats (PDF, Excel, etc.) |
Export to PDF and spreadsheet formats is repeatedly referenced in reporting sections. | |
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Regulatory compliance reporting Generation of reports required for regulatory compliance |
No information available | |
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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)
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Data encryption Encryption of sensitive data both in transit and at rest |
Data encryption in transit and at rest is specified in security documentation. | |
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Multi-factor authentication Additional security layers beyond password protection |
Multi-factor authentication is available to both advisors and clients. | |
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Role-based access control Granular permission settings based on user roles |
Role-based access control for enterprise deployments is confirmed in tech specs. | |
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Audit logging Detailed tracking of all system access and changes |
Comprehensive audit logging is built into Aladdin system infrastructure. | |
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Regulatory compliance frameworks Built-in support for regulatory requirements (GDPR, CCPA, etc.) |
Support for regulatory compliance frameworks, including GDPR, is detailed on product sheet. | |
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Data residency options Control over geographic location of data storage |
Data residency options are available for multinational clients to address regulatory needs. | |
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Secure client communication Encrypted communication channels with clients |
Encrypted communication channels are provided for all client/advisor interactions. | |
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Vulnerability testing Regular security testing and vulnerability assessments |
Ongoing vulnerability testing is part of the BlackRock security commitment. | |
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Disaster recovery Comprehensive backup and recovery capabilities |
Disaster recovery and business continuity documentation is referenced in enterprise solutions. | |
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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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