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
Empowering wealth managers and their clientele with advanced, secure, and cost-effective wealth management software designed for the future. Explore a comprehensive array of tools that streamline intricate processes into user-friendly experiences, ensuring that each interaction contributes to financial excellence. Performativ is dedicated to supporting clients throughout the entire wealth management landscape. Offering an all-encompassing front-to-back wealth management solution, Performativ boasts strong technological capabilities that elevate the service experience. With seamless integrations with custodians, Performativ helps to cut operational expenses while improving overall effectiveness. It simplifies the management of extensive client portfolios with intuitive tools, allowing for significant time savings on everyday tasks. Advisors are equipped to generate customized reports that meet their unique needs, thereby fostering better communication and enhancing client satisfaction. Ultimately, Performativ stands as a transformative force in the wealth management industry, positioning its clients for ongoing success.
API Access
Has API
Yes
API Access
Has API
No
Integrations
BlackRock 360 Evaluator
Yes
Bloomberg
No
Salesforce
No
Swarm
Yes
Integrations
BlackRock 360 Evaluator
No
Bloomberg
Yes
Salesforce
Yes
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
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
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
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
BlackRock
Country
United States
Website
www.blackrock.com/aladdin/products/aladdin-wealth
Vendor Details
Company Name
Performativ
Country
Denmark
Website
www.performativ.com