October 2, 2025 — Leads & Copy — Aladdin Wealth™, BlackRock’s wealth management technology, has launched new Gen AI-driven functionalities to assist financial advisors in providing more personalized and efficient client service. The new “Auto Commentary” feature transforms complex portfolio analytics and client-level investment preferences into concise insights, enabling financial advisors to craft relevant narratives that deepen client relationships by delivering meaningful conversations.
Auto Commentary combines the Aladdin Wealth platform’s data and risk analytics, a firm’s CIO market outlook, and client portfolio information. Leveraging Gen AI, it assesses data points and summarizes them to highlight relevant insights. This enables financial advisors to deliver personalized service at scale, differentiating their value and increasing their impact to drive growth.
Ted Stratigos, Global Head of Aladdin Wealth Tech, stated that the company is harnessing AI to simplify complex workflows and enhance how financial advisors connect with clients. Morgan Stanley’s proprietary Portfolio Risk Platform will be the first to implement this capability, with financial advisors beginning to access Auto Commentary in October.
Chris Scott-Hansen, Managing Director at Morgan Stanley Wealth Management, explained that Auto Commentary leverages AI to integrate analytics and firm-level market insights into a cohesive narrative. By automating labor-intensive research, it enables financial advisors to focus on building trust with clients.
Aladdin Wealth is BlackRock’s technology platform that enables wealth managers to accelerate growth across client segments and deepen relationships by personalizing client portfolios. BlackRock aims to help people experience financial well-being and makes investing easier and more affordable.
Ted Stratigos, Global Head of Aladdin Wealth Tech
Chris Scott-Hansen, Managing Director and Head of Consulting Group at Morgan Stanley Wealth Management
Source: BlackRock
