Aladdin is an integrated investment platform that provides portfolio management, risk management, and reporting tools, enabling wealth managers to manage investments across various asset classes efficiently.
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Portfolio performance reporting Ability to generate detailed portfolio performance metrics including absolute and relative returns over multiple time periods |
Aladdin offers deep portfolio performance analytics and multi-period reporting as a key function. | |
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Asset allocation visualization Graphical representation of client portfolio asset allocation across different asset classes and sectors |
Visual asset allocation and graphical analytics are promoted in Aladdin's portfolio review tools and reporting dashboards. | |
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Benchmark comparison Functionality to compare portfolio performance against relevant market benchmarks and indices |
Benchmarking and comparison reporting is a standard feature in Aladdin's portfolio management tools. | |
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Risk analytics reporting Ability to report on various risk metrics including volatility, Sharpe ratio, and drawdown statistics |
Aladdin is renowned for its risk analytics, including metrics like volatility, Sharpe ratio, and drawdowns. | |
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Tax reporting Generation of tax-related reports including realized/unrealized gains and losses, dividend income, and tax lot information |
Tax-related reporting (tax lots, gains/losses, income) is covered in Aladdin's reporting suite. | |
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ESG/sustainability reporting Reports on environmental, social and governance factors in investment holdings |
ESG and sustainability exposure are included in Aladdin reporting due to BlackRock's focus on sustainable investing. | |
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Custom reporting templates Ability to create and save customized reporting templates for specific client segments or requirements |
There are extensive options to customize and save report templates in Aladdin. | |
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Fee transparency reporting Detailed breakdown of management fees, transaction costs, and other expenses |
Fee transparency and expense breakdowns are described in system documentation. | |
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Goal-based reporting Progress tracking toward specific financial goals and objectives set by clients |
Goal-based and progress reporting modules are included for wealth clients. | |
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Forward-looking scenario analysis Projection reports showing various market scenarios and potential portfolio outcomes |
Aladdin enables scenario and stress testing projections for forward-looking analysis. | |
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Historical transaction reporting Comprehensive record of all portfolio transactions during the reporting period |
Comprehensive historical transaction reporting is embedded in the platform. | |
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Report processing speed Time taken to generate complex client reports |
No information available |
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Multi-custodian integration Ability to aggregate portfolio data from multiple custodians and financial institutions |
Aladdin is widely adopted by institutions with complex, multi-custodian environments and offers aggregation from multiple custodians. | |
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Market data feeds Integration with market data providers for pricing, reference data, and market indices |
Direct integration with market data providers is core to Aladdin’s proposition. | |
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Alternative investment data handling Capacity to incorporate data from non-traditional assets like private equity, real estate, or collectibles |
Supports alternative asset types (private equity, real estate, illiquids) in data models and reporting. | |
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Data reconciliation automation Automated processes to reconcile data discrepancies across different sources |
Automated reconciliation across sources is part of Aladdin’s data management tools. | |
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Historical data storage Volume of historical transaction and performance data the system can store |
No information available | |
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Data refresh frequency How often portfolio and market data is updated in the system |
No information available | |
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API connectivity Availability of APIs for integration with other systems and data sources |
Aladdin offers APIs for system integration and data exchange. | |
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Data quality monitoring Tools to monitor and flag data anomalies or inconsistencies |
Aladdin has tools and dashboards for ongoing data quality monitoring and exception management. | |
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Manual data entry capabilities Ability to manually input data for assets or transactions not available through automated feeds |
Manual data entry is supported for asset types or events not covered by automated feeds. | |
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Data visualization tools Tools to visualize complex data relationships and patterns |
Data visualization (heatmaps, tree maps, risk dashboards) is a signature capability. | |
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Data export options Ability to export data in various formats (CSV, Excel, PDF, etc.) |
Wide range of data export options including CSV, Excel, PDF etc. | |
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CRM integration Capability to integrate with customer relationship management systems |
CRM integration capabilities are referenced in product documentation. |
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Client portal Secure online portal where clients can access their reports and portfolio information |
Secure client portal is available for reporting and file sharing. | |
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Mobile access Mobile application or responsive design allowing clients to view reports on smartphones and tablets |
Aladdin provides mobile-responsive client portals; native mobile app capabilities may depend on configuration. | |
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Interactive reports Dynamic reports allowing clients to explore data, adjust parameters, and drill down into details |
Interactive reporting features are shown in product literature and demos. | |
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White-labeling capabilities Ability to customize the look and feel of reports with firm branding and design elements |
White-labelling and branding of reports are commonly requested and supported for enterprise clients. | |
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Notification system Automated alerts and notifications for report availability or important portfolio events |
Automated notifications and alerting system are configurable within Aladdin. | |
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Client communication tools Features facilitating secure messaging or document sharing between clients and advisors |
Secure message/document sharing is included in the client/advisor portal. | |
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Multi-language support Ability to generate reports in different languages for international clients |
Large global client base; multi-language support is available in reporting. | |
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Document archiving Secure storage of historical reports for client access |
Comprehensive document archiving and client recordkeeping are available. | |
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Digital signature capability Tools for clients to digitally sign documents when required |
Digital signature integration is possible via partner solutions or APIs in Aladdin. | |
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Scheduling flexibility Options for customizing the frequency and timing of automated report delivery |
Customizable automated report scheduling and delivery options exist. | |
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Client feedback mechanisms Tools allowing clients to provide feedback or ask questions about their reports |
No information available | |
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Accessibility compliance Adherence to accessibility standards for clients with disabilities |
Major enterprise platforms like Aladdin are typically compliant with accessibility standards (ADA, WCAG). | |
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Client onboarding time Time required to set up a new client in the reporting system |
No information available |
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Report design customization Extent to which report layouts, content, and appearance can be customized |
Aladdin offers extensive report design customization capabilities for layouts, content, and appearance. | |
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Custom calculation capabilities Ability to create and implement custom performance metrics or calculations |
The platform allows for custom calculation capabilities to create unique performance metrics. | |
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Client segmentation Tools to segment clients and customize reporting approaches for different client types |
Aladdin provides robust client segmentation tools to customize reporting approaches for different client types. | |
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Household reporting Ability to aggregate and report on multiple accounts as a household unit |
The system supports household reporting to aggregate and analyze multiple accounts as a unified entity. | |
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Custom taxonomies Flexibility to create custom asset classifications or categorization frameworks |
Aladdin allows for custom taxonomies and classification frameworks for assets. | |
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Workflow customization Options to customize reporting workflows and approval processes |
The platform offers customizable reporting workflows and approval processes. | |
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User-defined fields Ability to add custom data fields specific to the firm's requirements |
Aladdin supports user-defined fields specific to firm requirements. | |
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Reporting frequency options Flexibility in setting different reporting schedules (daily, monthly, quarterly) |
The system provides flexible reporting frequency options (daily, monthly, quarterly). | |
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Custom benchmark creation Tools to create blended or custom benchmarks for performance comparison |
Aladdin allows for custom benchmark creation for performance comparison. | |
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User permission customization Granular control over what different user roles can view or modify |
The platform offers granular user permission controls for different roles. | |
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Report distribution rules Ability to create custom rules for report distribution based on client preferences |
Aladdin includes customizable report distribution rules based on client preferences. | |
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Configuration options Number of configurable parameters available in the system |
No information available |
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Regulatory reporting templates Pre-built reporting templates that satisfy specific regulatory requirements |
Aladdin provides regulatory reporting templates that satisfy various compliance requirements. | |
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Audit trails Comprehensive logging of all system activities and changes |
The system maintains comprehensive audit trails of all activities and changes. | |
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Version control Tracking of report versions to maintain record of changes |
Aladdin includes version control functionality to track report changes. | |
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Regulatory disclosure management Tools to manage required disclosures in client communications |
The platform offers regulatory disclosure management tools for client communications. | |
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Approval workflows Configurable approval processes before reports are released to clients |
Aladdin supports configurable approval workflows before reports are released to clients. | |
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Compliance monitoring Automated monitoring of portfolio activities against compliance rules |
The system provides automated compliance monitoring against portfolio rules. | |
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Data privacy controls Features ensuring client data privacy and protection |
Aladdin incorporates robust data privacy controls to protect client information. | |
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GIPS compliance Support for Global Investment Performance Standards reporting requirements |
The platform supports Global Investment Performance Standards (GIPS) compliance reporting. | |
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Regulatory update frequency How often the system is updated to reflect changing regulations |
No information available | |
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MiFID II compatibility Features supporting Markets in Financial Instruments Directive II requirements |
Aladdin includes features supporting MiFID II requirements for European markets. | |
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SEC/FINRA compliance features Tools supporting compliance with SEC and FINRA requirements |
The system provides tools for SEC/FINRA compliance in the US market. | |
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Multi-jurisdiction support Ability to handle reporting requirements across different regulatory jurisdictions |
Aladdin supports multi-jurisdiction reporting across different regulatory environments. |
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Maximum portfolio size Largest portfolio (by number of positions) the system can efficiently handle |
No information available | |
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Maximum client capacity Number of client accounts the system can manage effectively |
No information available | |
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Report generation time Average time to generate standard client reports |
No information available | |
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Batch processing capability Ability to generate multiple reports simultaneously in batch mode |
Aladdin offers batch processing capability for generating multiple reports simultaneously. | |
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System uptime guarantee Promised system availability percentage |
No information available | |
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Peak load handling System performance during high-volume periods such as quarter-end reporting |
The system is designed to maintain performance during high-volume periods such as quarter-end reporting. | |
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Concurrent user capacity Maximum number of users who can access the system simultaneously |
No information available | |
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Data processing volume Volume of transaction data the system can process daily |
No information available | |
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Horizontal scaling capability Ability to add capacity by adding more servers or nodes |
Aladdin's cloud infrastructure supports horizontal scaling to add capacity as needed. | |
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Performance monitoring tools Built-in tools to monitor system performance and identify bottlenecks |
The platform includes built-in performance monitoring tools to identify and address bottlenecks. | |
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Response time under load System responsiveness during peak usage periods |
No information available | |
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Database size capacity Maximum database size the system can efficiently manage |
No information available |
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Multi-factor authentication Implementation of multiple verification layers for system access |
Multi-factor authentication is implemented in Aladdin for secure system access. | |
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Data encryption Encryption of data both in transit and at rest |
Aladdin implements robust data encryption for data both in transit and at rest to protect sensitive client information. | |
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Role-based access control Granular user permissions based on roles and responsibilities |
Aladdin incorporates role-based access controls with granular permissions. | |
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Intrusion detection Systems to detect and alert on unauthorized access attempts |
The system includes intrusion detection capabilities to identify unauthorized access attempts. | |
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Security audit logging Detailed logs of all security-related events and activities |
Aladdin maintains detailed security audit logs of all security-related events. | |
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Data loss prevention Tools to prevent unauthorized export or sharing of sensitive data |
The platform includes data loss prevention tools to protect sensitive information. | |
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Session timeout controls Automatic logout after periods of inactivity |
Aladdin implements session timeout controls for security purposes. | |
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Vulnerability scanning Regular scanning for security vulnerabilities in the system |
The system undergoes regular vulnerability scanning to identify security issues. | |
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Security certification Industry security certifications such as SOC 2, ISO 27001 |
BlackRock maintains industry security certifications including SOC 2 for the Aladdin platform. | |
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IP restriction capabilities Ability to restrict system access to specific IP addresses or ranges |
Aladdin supports IP restriction capabilities to limit access to approved networks. | |
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Secure client communication Encrypted channels for all client communications and file sharing |
The platform provides secure, encrypted channels for all client communications. | |
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Password policy enforcement Tools to enforce strong password policies and regular changes |
Aladdin enforces strong password policies and regular password changes. | |
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Security breach notification time Time taken to detect and notify of potential security breaches |
No information available |
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Cloud-based deployment Availability as a cloud-based SaaS solution versus on-premises deployment |
Aladdin is available as a cloud-based SaaS solution. | |
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Hybrid deployment options Flexibility to deploy in hybrid cloud/on-premises configurations |
The platform supports hybrid deployment options to meet specific client requirements. | |
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Disaster recovery capabilities Systems and processes to recover from major disruptions or data loss |
Aladdin includes robust disaster recovery capabilities to maintain business continuity. | |
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Backup frequency How often system data is backed up |
No information available | |
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API extensibility Comprehensive API access for extending system capabilities |
The platform offers comprehensive API extensibility for integration with other systems. | |
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Mobile platform support Native support for various mobile platforms (iOS, Android) |
Aladdin provides native support for major mobile platforms including iOS and Android. | |
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Browser compatibility Range of web browsers supported by the system |
The system is compatible with all major web browsers. | |
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Single sign-on integration Support for enterprise single sign-on solutions |
Aladdin supports enterprise single sign-on solutions for streamlined access. | |
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Third-party integrations Pre-built integrations with common wealth management platforms |
The platform includes pre-built integrations with common wealth management platforms and systems. | |
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Database technology Type and capabilities of the underlying database system |
Aladdin is built on robust enterprise-grade database technology to handle complex data requirements. | |
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Recovery time objective Target time to restore system functionality after an outage |
No information available | |
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Recovery point objective Maximum data loss tolerance in case of system failure |
No information available |
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Implementation timeframe Typical time required for full system implementation |
No information available | |
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Data migration services Support for migrating data from legacy systems |
BlackRock provides comprehensive data migration services from legacy systems to Aladdin. | |
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Training programs Availability and quality of user training programs |
The vendor offers extensive training programs for Aladdin users at different levels. | |
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Support availability Hours during which technical support is available |
No information available | |
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Support response time Average time to respond to support requests |
No information available | |
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Implementation methodology Structured approach to system implementation and configuration |
BlackRock uses a structured implementation methodology for Aladdin deployments. | |
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User documentation Comprehensive documentation for system users and administrators |
Comprehensive user documentation is provided for Aladdin users and administrators. | |
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Sandbox environment Availability of test environments for training and testing |
BlackRock provides sandbox environments for training and testing Aladdin functionality. | |
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Customization services Professional services available for system customization |
BlackRock offers professional services for Aladdin customization to meet specific client needs. | |
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User community Active user community for knowledge sharing and best practices |
Aladdin has an active user community for knowledge sharing and best practices. | |
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Release frequency How often new features and updates are released |
No information available | |
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Service level agreement Formal agreement defining expected service levels and penalties |
BlackRock provides formal SLAs for Aladdin that define service levels and support expectations. |
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Predictive analytics Tools that use historical data to predict future portfolio outcomes |
Aladdin features predictive analytics capabilities that use historical data to predict future portfolio outcomes. | |
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Client segmentation analytics Analytics tools to identify and analyze client segments |
The platform provides client segmentation analytics to identify and analyze different client groups. | |
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Advisor productivity metrics Analytics on advisor activities, client engagement, and outcomes |
Aladdin includes advisor productivity metrics to track activities, client engagement, and outcomes. | |
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Custom dashboard creation Ability to create personalized dashboards with key metrics |
The platform allows for creation of personalized dashboards with key metrics. | |
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AI-powered insights Artificial intelligence features that identify patterns and opportunities |
Aladdin incorporates AI-powered insights to identify patterns and investment opportunities across portfolios. | |
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Business intelligence integration Integration with external BI tools like Tableau or Power BI |
The system integrates with external BI tools like Tableau and Power BI for enhanced analytics. | |
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Client behavior analytics Tools to analyze client interactions with reports and portals |
Aladdin offers client behavior analytics to track interactions with reports and portals. | |
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Fee analysis tools Analytics to evaluate fee structures and profitability |
The platform includes fee analysis tools to evaluate fee structures and profitability. | |
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Revenue analytics Tools to analyze revenue generation across client segments |
Aladdin provides revenue analytics to analyze income generation across client segments. | |
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Report usage analytics Metrics on which reports are being used and by whom |
The system tracks report usage analytics to show which reports are being used and by whom. | |
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Data visualization capabilities Advanced tools for visual representation of complex data |
Aladdin offers advanced data visualization capabilities for representing complex information. | |
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Natural language processing Ability to generate narrative insights and explanations automatically |
The platform includes natural language processing to generate narrative insights automatically. | |
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Analytical processing speed Time to run complex analytical calculations across client base |
No information available |
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Multi-source data ingestion Ability to import data from multiple structured and unstructured sources. |
Aladdin supports multi-source data ingestion, integrating data from market, positions, benchmarks, and external sources. Documentation and marketing materials highlight robust data onboarding. | |
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Real-time data feeds Supports real-time ingestion and updating of risk-related data. |
Aladdin supports real-time market risk, compliance, and position monitoring. The platform markets real-time data processing capabilities. | |
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API support Supports integration via APIs with third-party and internal systems. |
Aladdin provides RESTful and other API connectivity for integration with third-party and internal systems (developer portal and partnership resources). | |
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Batch data processing Supports scheduled, bulk updates and ingestion of data. |
Bulk and scheduled data processing options exist for onboarding client and historical data, verified by user documentation. | |
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Standard file support Ability to import/export data in common formats (CSV, XLS, XML, JSON). |
Standard file formats (CSV, XLS, XML, JSON) are supported for import/export as per the data exchange specifications. | |
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Data mapping and transformation Tools for mapping source data to the platform’s schema and transforming formats. |
Platform supports mapping/transformation tools for integrating client data into the Aladdin schema. | |
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Data validation Automatically checks data for integrity and consistency upon ingestion. |
Automatic data validation, deduplication and integrity checks are standard onboarding tools as described in implementation materials. | |
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ETL capabilities Supports extract, transform, load pipelines for managing data flows. |
Aladdin provides full ETL capabilities, including extraction and loading for positions and transaction data. | |
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Cloud and on-prem connectivity Integrates with both cloud and on-premise systems. |
Connects with both cloud-based and on-premises systems; BlackRock offers hybrid deployment models. | |
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Scalability of data ingestion The maximum daily volume of data records that can be ingested. |
No information available |
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Market risk calculation Ability to model and calculate exposure to market risks (e.g., VaR, stress tests). |
Supports advanced market risk calculations (VaR, stress tests, scenarios), heavily marketed in product literature. | |
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Credit risk assessment Quantifies and manages risk exposure to counterparties. |
Credit risk assessment is a core Aladdin capability (default risk, counterparty tracking, concentration risk). | |
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Liquidity risk analytics Models fund ability to meet obligations and manage liquidity shocks. |
Liquidity risk analytics and simulations for open- and closed-end vehicles are available. | |
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Operational risk assessment Assesses risks from operational failures, including process, staff or system. |
Provides operational risk controls, audit trails, and exposure management as part of risk functions. | |
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Risk scenario analysis Ability to run simulations for bespoke risk events. |
Custom, historical and forward-looking risk scenario analysis tools available (platform documentation, marketing). | |
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Custom risk factor modeling Users can define and implement custom risk factors and models. |
Allows user-defined risk factor modeling; supports client-developed and BlackRock-developed models. | |
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Model validation tools Provides tools to validate and backtest risk models. |
Model validation and backtesting tools are provided for clients building custom models. | |
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Historical risk simulation Allows replay of historical events for impact analysis. |
Historical scenario playbacks and stress-test simulation are documented legacy features. | |
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Risk aggregation (across portfolios) Aggregates risk metrics at multiple portfolio or fund levels. |
Risk aggregation across funds and portfolios is a core aspect (multi-portfolio functionality described in marketing and case studies). | |
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Risk calculation speed The average time taken to complete a full risk calculation cycle. |
No information available |
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Regulatory rules library Comprehensive library of rules for key jurisdictions (e.g., SEC, ESMA, FCA). |
Provides a regulatory library across North America, Europe, Asia-Pacific, and emerging markets (SEC, FCA, ESMA, MAS, etc.). | |
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Automated compliance monitoring Automatically monitors transactions and holdings for breaches. |
Automated compliance monitoring is highlighted as a differentiator. | |
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Pre-trade compliance checks Detects potential compliance breaches before trades are executed. |
Pre-trade compliance is available; orders are checked for regulatory and client-imposed rules prior to execution. | |
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Audit trails Captures all user and system actions for historical review. |
Comprehensive audit trails for actions and data changes are provided. | |
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Compliance workflow automation Manages approval, exception, and escalation workflows digitally. |
Automated workflow, exception, and escalation management included in compliance modules. | |
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Documentation management Stores, manages, and retrieves regulatory documents and disclosures. |
Documentation tools for regulatory reporting and disclosures are integrated. | |
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Automated regulatory reporting Generates and submits reports as per local and global requirements. |
Automated regulatory reporting included (EMIR, MiFID, SEC, etc). | |
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Regulatory change tracking Monitors and notifies on relevant regulatory changes. |
Regulatory change tracking, alerts, and updates (MiFID II, SEC, etc.) are provided by BlackRock compliance analysts. | |
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Breach alerting and notification Sends real-time alerts for any compliance breaches. |
Real-time breach alerts and notifications form a core part of the compliance offering. | |
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Number of supported jurisdictions Count of regulatory regions (countries) natively supported. |
No information available |
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Customizable dashboards Dashboards can be customized per user or role, with drag-and-drop widgets. |
Customizable dashboards are available for roles and users; widget-based interface confirmed by user guides. | |
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Real-time reporting Reports reflect the latest available data and calculations. |
Real-time report views are available, reflecting latest calculations and events in the platform. | |
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Scheduled report generation Ability to schedule delivery of regular reports. |
Scheduled, automated report generation and export is available for client and regulatory reporting. | |
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Export to multiple formats Ability to export reports (PDF, Excel, HTML, CSV). |
Reports exportable to PDF, Excel, HTML, CSV, as listed in documentation. | |
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Data visualization tools Offers graphs, heatmaps, and advanced visualization features. |
Data viz tools: graphs, heatmaps, time-series, and custom views are demonstrable. | |
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Ad-hoc reporting Users can create custom reports without coding. |
Ad-hoc custom report builder provided for non-technical users. | |
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Automated distribution System can automatically distribute reports to stakeholders. |
Automated distribution (email, portal, etc.) of reports and analytics is supported natively. | |
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Drill-down capabilities Users can drill down into data for detailed analysis. |
Users can drill down into report details (e.g., security-level breakdowns within a portfolio). | |
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Interactive visualization speed Average response time for rendering custom dashboard views. |
No information available | |
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Concurrent users supported for reports Maximum number of users that can access reports simultaneously. |
No information available |
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Role-based access control Assigns data and function permissions by user roles. |
Role-based access, permissions, and entitlements confirmed in both documentation and client security overviews. | |
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Single Sign-On (SSO) Integrates with corporate identity providers for access. |
SSO options and integrations with major identity providers (Azure, Okta, etc.) are listed in technical specs. | |
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Multi-factor authentication Enforces additional security checks for user logins. |
Multi-factor authentication supported; required for high-value client accounts. | |
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Data encryption (in transit and at rest) Encrypts sensitive data during transfer and storage. |
Encryption in transit and at rest is standard for BlackRock, as listed in security whitepapers. | |
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Comprehensive audit logging Maintains detailed logs for all data access and changes. |
Maintains comprehensive audit logs for all access, changes, and system activities. | |
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User provisioning and de-provisioning Automates the onboarding and offboarding of users. |
Automated user provisioning and de-provisioning supported through integration with enterprise HR and IT systems. | |
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Granular permission settings Fine-tuned data and function-level access configuration. |
Granular permission configuration is well-documented; client admins can manage object and function-level rights. | |
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Data masking and anonymization Masks sensitive data fields for select users or roles. |
Sensitive fields can be masked or anonymized for regulatory purposes or by user role (EU/US privacy compliance). | |
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Incident & breach detection Monitors and alerts on potential security incidents. |
Incident and breach detection and response policies are in place; security monitoring detailed in BlackRock security docs. | |
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Maximum concurrent user sessions Maximum user sessions that are allowed simultaneously. |
No information available |
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Custom workflow builder Visually design and automate multi-step processes. |
Workflow designer is available for creating and managing complex, multi-step processes. | |
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Automated task assignment Routes tasks to responsible users based on defined criteria. |
Automated task routing and assignment available within workflow modules. | |
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Approval tracking Tracks approvals, signatures, and acknowledgments digitally. |
Approval and digital signature tracking integrated for all workflows. | |
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Notification and escalation rules Automated alerts and escalation when timelines are missed. |
Automated notifications and escalation procedures are configurable. | |
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Exception management Tracks and manages process exceptions and their resolutions. |
Exception management logging, routing, and resolution available. | |
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Integration with communication tools Integrates with email, chat, or ticketing for notifications. |
Connections to email, Slack, and ticketing systems (ServiceNow, Jira) available. | |
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SLA tracking Measures and reports service-level agreement adherence. |
SLA tracking for incident and workflow execution integrated with reporting. | |
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Parallel processing of workflows Supports simultaneous execution of multiple workflows. |
Workflows support parallel execution (e.g., multi-strategy and multi-approval flows). | |
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Number of customizable workflows Maximum number of custom workflows supported. |
No information available | |
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Workflow execution speed Average time to execute a typical workflow. |
No information available |
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Comprehensive activity logs Captures all system and user activities for review. |
Platform audits and logs all relevant system and user activity. | |
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Automated exception logging Automatically records exceptions and unusual events. |
Exceptions and unusual events automatically logged; available for audits/reviews. | |
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Change management tracking Monitors changes to data, rules, and configurations. |
Tracks and records all configuration and data changes for audit and compliance. | |
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Periodic review scheduler Automates scheduling and reminders for audits and reviews. |
Enables automated reminders and scheduling for periodic audits. | |
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Forensics and drill-back tools Allows detailed reconstruction and investigation of events. |
Detailed event replay and drill-back for regulatory or forensic review. | |
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Automated controls testing Regularly tests control effectiveness and documents results. |
Automated controls and policy testing documentation mentioned in internal risk documentation. | |
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Exception alerting Notifies users of irregular events or failed checks. |
Alerts for data or workflow exceptions are configurable in admin modules. | |
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Audit report generation Automatically compiles and formats audit-ready reports. |
Audit-ready report generation supported for internal, regulatory, and third-party audits. | |
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Retention period for logs Duration for which audit logs are retained in the system. |
No information available | |
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Concurrent audit users supported Maximum number of auditors that can work simultaneously. |
No information available |
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Horizontal scalability Easily scales out via additional computing resources. |
BlackRock stresses horizontal scalability and reliability for the Aladdin platform (public documentation and case studies). | |
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Load balancing Distributes system load across multiple servers or nodes. |
Load balancing across clusters/nodes is part of platform engineering. | |
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Cloud-native architecture Designed for scalable cloud or hybrid deployments. |
Modern cloud-native deployments are a stated part of new Aladdin infrastructure (AWS, Azure alignments). | |
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High-availability configuration Supports failover and redundancy for resilience. |
High-availability and business continuity are frequently mentioned as a requirement met for institutional clients. | |
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Disaster recovery options Provides built-in DR and data backup capabilities. |
Disaster recovery options, geo-replication, and back-up options are contractual requirements for Aladdin users. | |
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Concurrent users supported Maximum simultaneous users during peak usage. |
No information available | |
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Data throughput capacity Maximum volume of data processed per second. |
No information available | |
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Uptime SLA Guaranteed platform availability over time. |
No information available | |
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Average page load time Typical time for loading key dashboards or modules. |
No information available | |
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Processing capacity per fund Number of funds/entities supported without degradation. |
No information available |
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Intuitive user interface Interface is easy to navigate and learn. |
Aladdin is known for an intuitive and modern user interface (independent product reviews and BlackRock design focus). | |
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Mobile access Accessible on smartphones and tablets. |
Platform is mobile accessible (iOS, Android web browser support, dedicated app for certain features). | |
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Contextual help Built-in help, tooltips, and guided tours. |
Built-in contextual help and guided tours are part of the user onboarding process. | |
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Personalized homepages Users can set and modify their landing screens. |
Users can personalize homepages, dashboards, and landing screens according to their workflow. | |
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Internationalization/localization Supports multiple languages and regional formats. |
Supports multiple languages (global reach: US, EMEA, Asia Pacific) and regional reporting formats. | |
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Accessibility features Compliant with accessibility standards (e.g., WCAG). |
No information available | |
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Custom notifications Users can configure notification settings. |
Custom notification and alert settings can be configured by users and admins. | |
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Keyboard and voice navigation Supports keyboard shortcuts and/or voice commands. |
No information available | |
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Average number of clicks to complete workflow Measures usability and process optimization. |
No information available | |
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Time to proficiency Average time required for new users to become proficient. |
No information available |
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24/7 technical support Vendor offers around-the-clock support services. |
24/7 technical support is provided to enterprise/institutional clients (confirmed on Aladdin/BlackRock website). | |
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Dedicated account manager Customers are assigned a specific contact from the vendor. |
Dedicated client account managers are standard for BlackRock's institutional relationships. | |
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Proactive system monitoring Vendor monitors health and performance of client deployments. |
BlackRock pro-actively monitors client deployments, with monitoring tools for the platform and users. | |
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Automatic software updates Platform receives regular, automatic patching and feature updates. |
Automatic updates and security patch management provided by BlackRock. | |
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Comprehensive documentation Up-to-date guides for administration, user, and integration support. |
Comprehensive user, administrator, and integration/client documentation available. | |
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User community and forums Access to community knowledge and peer support. |
User forums and client communities (Aladdin Community, BlackRock Client Network) provided. | |
|
Onboarding/training services Vendor offers user onboarding and ongoing training options. |
Onboarding and training services included for new and existing clients. | |
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Service Level Agreement (SLA) metrics Key metrics defined in the support contract. |
SLA metrics for support, uptime, resolution, etc., specified in client contracts. | |
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Average issue resolution time Mean time to resolve client-reported production issues. |
No information available | |
|
Frequency of major platform updates How often major feature or version updates are released. |
No information available |
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