Blackrock Aladdin improves wealth with investment navigator integration
BlackRock’s wealth management platform Aladdin Wealth leverages integrated technology from Zurich FinTech Investment Navigator to enhance cross-border compliance and product compatibility capabilities.
The collaboration aims to streamline regulatory processes and enable financial advisors to provide more accurate portfolio recommendations to international clients.
The integrated solution integrates regulatory checks directly into the Aladdin Wealth platform, reducing manual processes and increasing efficiency and transparency in managing and distributing global investments.
In the year Launched in 2014, Investment Navigator focuses on digital solutions that ensure regulatory and compliance, sales limits and tax suitability in proposals, audit processes and transactions.
Moreover, by incorporating these features, Aladdin Velz now offers product-level compatibility, mandatory documentation and border checks in consulting workflows.
Key improvements include the ability for consultants to create verified purchase lists and seamlessly attach necessary documents and reports to client proposals. This integration enables financial professionals using Aladdin Wealth to build and serve portfolios tailored to their clients’ specific regional needs with greater speed and accuracy.
For Investment Navigator, the partnership represents deeper integration with financial institutions’ business processes while expanding its global client reach.
This latest development reinforces BlackRock’s commitment to leveraging technology to deliver comprehensive portfolio solutions. By expanding Aladdin Wealth’s capabilities, the firm aims to unify investment processes for multiple investors, providing a more efficient and cost-effective operating model to support scalable growth.
This collaboration is a major step forward in transforming wealth management through technology, providing tools to ensure compliance, personalization and simplify global investment management.
Venu Krishnamurthy, global head of Aladdin Wealth at BlackRock, said wealth management saw many financial advisers turning to technology to offer tailored solutions on a wider scale. Through our partnership with Investment Navigator, our clients can seamlessly manage their current complexities. Cross-border investing in Aladdin Wealth further enhances the unique “portfolio language” our platform provides throughout the investment lifecycle.”
Investment Navigator CEO Alberto Rama added: “In cooperation with BlackRock, we are very pleased to integrate our technology into the Aladdin Wealth platform. Our extensive inspection capabilities, especially in the areas of cross-border activities, product distribution and products. Document, Aladdin Wealth’s robust risk analysis and portfolio management tools, providing a comprehensive solution for investment professionals.