Aladdin|Avaloq

Access a comprehensive wealth technology offering as a service

Achieve transformation and growth faster and at lower cost with our unique technology offering. By connecting Avaloq’s leading core banking, client relationship management and mobile banking with Aladdin’s robust portfolio management technology, we offer a complete front-to-back wealth technology solution with out-of-the-box integration. Aladdin Wealth™ by BlackRock and Avaloq have over 50 years of combined industry expertise and a proven, trusted offering.

Key features

benefits

CHF 4tr+

Assets managed on Avaloq systems

160+

Avaloq clients in
35 countries

78,000+

Users of Aladdin Wealth™ platform

Aladdin Wealth™ clients
in 15 countries

Transform your wealth management business with Aladdin | Avaloq

Reduce complexity

Deliver end-to-end, real-time wealth management. Reduce cost of ownership, shorten implementation timelines and synchronize upgrades across vendors.

Accelerate growth

Empower advisors to spend quality time with clients. Drive acquisition, increase share of wallet and improve retention.

Meet diverse needs, globally

Flexibly serve all markets. Address all key mandate types in a single platform, improve risk management and access ongoing platform and product innovation.

Our combined offering will make it extremely convenient for clients to implement and adopt Aladdin Wealth’s institutional-quality capabilities as it will be deeply integrated with Avaloq’s core banking solutions.

Venu Krishnamurthy, Global Head of Aladdin Wealth Tech

Key features

Choose the right solution for you

Access a standardized and scalable SaaS solution to transform your full banking and wealth management technology stack.

Digital channels

Front office

Investment management

Core banking

Data analytics

Digital channels

Impress clients with state-of-the-art digital banking. Users can experience the latest self-service banking from any connected device. An extensive range of features cater to wealth clients , including customizable, persona-tailored dashboards and crypto trading. Send new investment proposals directly through web banking and present clients with highly engaging banking promotions while offering them a seamless user experience on their mobile phone.

Key features

Over 100 self-service digital banking features
Comprehensive portfolio reporting and analysis
Hyper-personalized in-app promotions and news

Front office

Equip your front office with the technology to thrive. Your relationship managers and advisers can access all their relationships, prospects and relevant news from one centralized interface, guiding them through their many daily tasks . Onboard clients seamlessly and accelerate the process from days to hours through automation of manual tasks and compliance checks. Identify new sales opportunities and manage prospects with advanced market and client analysis.

Key features

User-focussed client book and client views
Adviser productivity features including tasks, to-dos
Full client lifecycle management from on- to offboarding

Investment management

Connect investment functions with a data-driven approach. Your teams get the latest in investment and risk management technology to transform your wealth and investment offering. Build portfolios personalized to end investors’ goals with a sophisticated platform that provides the transparency to understand and manage risks and empowers you to deepen client relationships built on trust.

Key features

Enhanced controls to improve business oversight
Scalable client proposal generation
Swift client exposure assessments and actionable alerts

Core banking

Transform your capability with a powerful core platform. All your teams work from one scalable, world-class core platform to increase operational efficiency and reduce risk. The comprehensive capabilities of this core platform cater to every client segment, with over 100 different types of financial products. Standardized and customizable workflows allow you to automate labour-intensive tasks efficiently all in compliance with regulatory requirements.

Key features

Unified data model
Wide regulatory coverage
Powerful, customizable workflows

Data analytics

Improve decision-making with insights from throughout the value chain. Your executives gain access to the data they need to make faster and better decisions. This data analytics platform consolidates data from core banking and third-party sources and allows your users to generate insights in the way they need. The pre-trained models consolidate data across all business areas into management or financial reports to help you better understand key metrics such as sales efficiency.

Key features

Near real-time data streaming
Multiple data structures and views
Advanced metadata management and data governance

Cover the entire value chain with our pre-integrated solution

The connection of Aladdin Wealth™ and Avaloq is designed to cover all of your wealth management technology needs and keep you ahead of the competition. Our standardized solution enables the fastest possible time to market. Our existing clients have already unlocked benefits throughout the value chain, from massive computing power, comprehensive security coverage and sophisticated risk modelling capability to increased operational efficiency and reduced total cost of ownership.

16.8m

Portfolios processed daily

Make informed decisions with sophisticated risk modelling and broad security coverage

99%

Straight-through processing

Achieve close to full automation for payments processing with BPaaS, available as an add-on

Platform

Decrease the number of platforms required to run the bank, increasing operational efficiency

Want to learn more about Aladdin | Avaloq?

All data sourced from Blackrock and Avaloq as at 14/6/2023

BlackRock’s Aladdin Wealth™ platform is a financial technology platform designed for institutional use only and is not intended for end investor use. BlackRock’s Aladdin Wealth business expects to receive compensation from our Avaloq partner for the wealth technology integration and support offered with the Aladdin Wealth platform, and in certain circumstances, some of such compensation may be based on the use of such integrated partner’s products and services.