Unlock the full potential of your Aladdin and eFront footprint
Aladdin and eFront Health Check
Our Health Check is a structured assessment of your Aladdin® and eFront environment. In eight weeks, our experts identify where your workflows, data and configuration can work harder, and give you a prioritised, costed roadmap to get there.
Talk to our experts and know where to focus next.
When to consider an Aladdin Health Check
The right moment to review
Aladdin and eFront are built to evolve with your business. As strategies shift, teams change and new capabilities become available, a fresh perspective helps you confirm the platform is delivering the scale and efficiency set out in your original business case.
Firms often book an Aladdin Health Check when:
- Their business strategy or product range has moved on since go-live
- Scope deferred at go-live is ready to be brought onto Aladdin
- Legacy systems are still running alongside the platform
- New Aladdin or eFront products are available but not yet adopted
- New joiners need a clear view of best practice
- The operating model is ready for its next stage of maturity
The Aladdin Health Check suits firms already live on Aladdin and eFront, and those mid-implementation who want an independent view before go-live.
What we assess
A complete view of your investment operating model
We review your environment against best-practice frameworks across five core areas:
- Portfolio management
- Trade execution
- Investment operations
- Accounting
- Portfolio risk and analytics
The assessment can be holistic or targeted to the asset classes that matter most to you, including equities, fixed income, multi-asset, alternatives and strategic asset allocation. We benchmark your Aladdin, eFront and Whole Portfolio Solution (WPS) workflows, data and integration models, so every recommendation reflects how the platform performs in practice.
How it works
Three phases, eight weeks
Discover (three weeks)
We agree your objectives and focus areas with key stakeholders, assess your current state against the original business case and gather the artefacts and documentation we need. Together, we define priority optimisation themes and the systemic KPIs to track, from execution through to settlement.
Outcome: an initial set of optimisation themes, plus a clear view of data, workflow and configuration gaps.
Assess (three weeks)
Our experts carry out a holistic or targeted assessment against best-practice frameworks, benchmarking your workflows, data and integration models.
Outcome: documented optimisation opportunities and a value assessment framework.
Prioritise (two weeks)
We turn findings into actionable recommendations, ranked by business value.
Outcome: a prioritised value delivery matrix and an indicative, costed roadmap.
What we measure
Evidence you can act on
We combine hard data with the experience of the people using the platform every day.
Quantitative measures include:
- Straight-through processing (STP) rates and levels of manual processing
- Duplicate processing and data flows
- Reconciliation breaks
- Data and analytics accuracy
Qualitative measures include:
- User adoption and stakeholder sentiment
- Operational events and pain points
- Open Day 2 enhancement and improvement items
- Confidence in key outputs, such as cash ladders
- Readiness to operate in a self-service model
What you receive
A clear plan, ready to deliver
- A focused set of prioritised optimisation initiatives, ready to validate with BlackRock
- A prioritised roadmap with estimated costs and resourcing requirements
- A best-practice report covering quick wins and longer-term improvements
Outcomes
What a Health Check delivers
Scale
Optimise your use of Aladdin to support business change and AUM growth efficiently, with greater agility and a faster time to market for new products.
Enhance
Create value across the business through best-practice processes, improved system configuration and the decommissioning of legacy systems. Make full use of Aladdin applications and dashboards across trade operations, derivatives operations, cash and asset reconciliations, and data management.
Manage risk
Reduce the likelihood of future operational events with robust, transparent permission structures and controls in the right places across Aladdin and eFront.
Case study
The Aladdin Health Check in practice
The client: an Australian-based global asset manager using Aladdin, eFront and WPS as its Investment Book of Record (IBOR), looking to validate the benefits realised against those originally intended.
The challenge: 15 teams across front office, accounting and operations each had their own perspective on the platforms. Leaders needed to bring those views together into one evidence-based picture the whole business could act on.
Our approach: we spent time with every team, walking through a “day in the life” of their function both on and off the platforms. We reviewed workflows directly in Aladdin, eFront and WPS, then played our findings back to each team to confirm accuracy before shaping the final recommendations.
The results:
- Platform adoption scorecards for each team, showing current system usage, tech stack and key challenges
- A firm-wide adoption view that surfaced shared themes, including process handoffs, reconciliations and data quality
- A roadmap of initiatives sequenced by business impact and implementation effort
- An executive report with clear recommendations to increase adoption and support long-term value
→ Read the full case study: Aladdin, eFront and Whole Portfolio Solution
Why choose Strata?
Industry practitioners
Our teams bring hands-on Aladdin experience from asset managers, asset owners and asset servicers, across front, middle and back office.
Delivery certainty
We work as one team, taking responsibility for outcomes across the Aladdin lifecycle. Many of our experts are ex-BlackRock, giving you the gold standard in process definition, data integration and Aladdin know-how.
Global team
With involvement in all major Aladdin implementations globally, and offices across EMEA, North America and APAC, we deliver your project or augment your team wherever you operate.
Products and accelerators
Our proprietary accelerators, including our KPI dashboards, help you drive adoption and track the gains a Health Check identifies.
EMEA
London, Edinburgh, Dublin, Dubai
NORTH AMERICA
New York, Seattle, Wilmington, Toronto
APAC
Singapore, Sydney
Operational Alpha Dashboard
See what happens after the trade, as it happens, in one real-time dashboard.
Aladdin Platform Support
Expert help, embedded in your team, for faster resolution and stronger control.
Day 2 Enhancements
Keep Aladdin evolving with your business, through one centralised change model.
LET’S GET STARTED
Ready to see where Aladdin could take you next?
In eight weeks, you could have a clear, costed plan for getting more from your platform.
Get in touch to book your Aladdin Health Check conversation.
INDUSTRY PRACTITIONERS
Our industry practitioner led delivery teams will enable you to successfully adopt Aladdin across Front, Middle and Back office. With hands on Aladdin practitioner experience from Asset Managers, Asset Owners and Asset Servicers, we design and deliver the change for your organisation.
DELIVERY CERTAINTY
We are one team, that takes responsibility for delivering outcomes for our clients across the Aladdin lifecycle. With many ex-BlackRock, our team gives you access to the gold standard in training, process definition, data integration, and Aladdin knowhow to enable your teams.
GLOBAL TEAM
We bring clients the experience of our collective involvement in all major Aladdin implementations globally, with offices across NA, EMEA and APAC regions as a result of continued client success. Rely on our team to deliver your project or augment your team.
PRODUCTS & ACCELERATORS
Our experience in solving client challenges and streamlining implementations comes to life in the products and accelerators that we have developed. Our solutions compliment your experience on Aladdin, help drive your adoption of the platform and enhance your return on investment.
