Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Aladdin Wealth™ stands as a premier platform that is shaping the future landscape of wealth management. Utilizing the advanced portfolio and risk assessment technologies trusted by BlackRock and esteemed institutions worldwide, we are revolutionizing wealth management practices and redefining the interactions between advisors and individual investors. Stay ahead in your industry with a wealth of comprehensive data that empowers you to spot trends and manage your resources effectively. Simplify the intricate needs of your clients through a holistic strategy that delivers pertinent and timely insights during each client interaction. Tailor portfolios to meet the distinct circumstances of each client while maintaining the ability to personalize on a large scale. Propel your business forward with robust tools designed to engage clients and support them in reaching their financial goals. The rapidity and thoroughness with which you comprehend your firm's dynamics are essential for success. Access Aladdin Wealth™ analytics that integrate all aspects of your enterprises, locations, and operations, providing a comprehensive overview in a single platform, ensuring that you can make informed decisions swiftly and efficiently. With our platform, your business can not only grow but thrive in an ever-evolving financial landscape.
Description
Streamline your portfolio reporting and accounting processes with a comprehensive solution that minimizes the need for IT assistance. In the wealth management sector, building relationships is crucial, and there is no alternative to the quality time spent with clients. SS&C Advent’s Axys® offers an extensive collection of ready-made reports alongside simple customization options, enabling firms to enhance efficiency and reduce time spent on tasks. As an integral component of the robust Advent Investment Suite, Axys is designed to boost your productivity, enhance precision, and deliver a transparent overview of your portfolios and their performance, all while maintaining your current operational framework. The system automates the reconciliation of trade details, settlement information, transactions, and positions seamlessly. Ultimately, SS&C Advent’s premier portfolio management solution introduces speed, accuracy, and adaptability into all aspects of your portfolio management and accounting operations, allowing you to focus more on client interactions and less on administrative tasks.
API Access
Has API
Yes
API Access
Has API
No
Integrations
BlackRock 360 Evaluator
No
Swarm
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
BlackRock
Country
United States
Website
www.blackrock.com/aladdin/products/aladdin-wealth
Vendor Details
Company Name
SS&C Advent
Founded
1983
Country
United States
Website
www.advent.com/solutions/axys/
Product Features
Product Features
Hedge Fund
Compliance Management
Yes
Contact Management
No
Investor Accounting
No
Investor Reporting
Yes
P&L Calculation
No
Partnership Accounting
No
Performance Analysis
Yes
Portfolio Analysis
Yes
Portfolio Management
Yes
Investment Management
Accounting Management
Yes
Benchmarking
No
Bonds / Stocks
Yes
Client Management
No
Commodities
No
Compliance Reporting
Yes
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
No
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
Yes
Risk Management
No