BlackRock’s wealth management platform, Aladdin Wealth, has integrated technology from Zurich-based fintech Investment Navigator to enhance cross-border compliance and product suitability capabilities.
The collaboration aims to streamline regulatory processes and enable financial advisers to make more precise portfolio recommendations for global clients.
Go deeper with GlobalData
The integrated solution embeds regulatory checks directly into the Aladdin Wealth platform, reducing manual processes and increasing efficiency and transparency in managing and distributing international investments.
Launched in 2014, Investment Navigator specialises in digital solutions that ensure regulatory and offering compliance, selling restrictions, and tax suitability across proposals, checkout processes, and trading.
Moreover, by incorporating these features, Aladdin Wealth now offers product-level suitability, mandatory documentation, and cross-border checks within advisory workflows.
Key enhancements include the ability for advisers to create validated buy-lists and append essential documents and reports to client proposals seamlessly. This integration enables financial professionals using Aladdin Wealth to construct and service portfolios with greater speed and precision, tailored to their clients’ specific regional needs.
How well do you really know your competitors?
Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.
Thank you!
Your download email will arrive shortly
Not ready to buy yet? Download a free sample
We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form
By GlobalDataFor Investment Navigator, the partnership signifies deeper integration into financial institutions’ workflows 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 a broader range of investors, offering a more efficient and cost-effective operating model to support scalable growth.
This collaboration marks a significant step forward in transforming wealth management through technology, providing tools that ensure compliance, enhance personalisation, and simplify global investment management.
Venu Krishnamurthy, Global Head of Aladdin Wealth at BlackRock, stated: “Wealth management is going through a transformation with more financial advisors turning to technology to deliver tailored solutions at scale. Through our collaboration with Investment Navigator, clients can now seamlessly manage the complexities of cross-border investing within Aladdin Wealth, further enhancing the unique “language of portfolios” that our platform offers across the entire investment lifecycle.”
Alberto Rama, CEO of Investment Navigator, added: “We are thrilled to collaborate with BlackRock and integrate our technology into the Aladdin Wealth platform. Our wide range of checking capabilities, in particular in the fields of cross-border activities, product distribution and product documentation, will complement Aladdin Wealth’s robust risk analytics and portfolio management tools, providing a comprehensive solution for investment professionals.”
