Business Challenge
As client expectations and regulatory scrutiny continue to evolve, investment platforms must ensure their performance capabilities are scalable and aligned with industry standards. Aladdin® Accounting engaged ACA to independently validate its composite capabilities and recommend enhancements.
- Aladdin Accounting sought to strengthen and scale its composite capabilities to support evolving client demands and future product growth.
- Although the platform was already established, ACA was engaged to independently validate its methodologies and workflows and assess alignment with industry expectations.
- Growing demand for complex calculations and reporting in alignment with the Global Investment Performance Standards (GIPS®) drove the need for independent validation to strengthen external credibility and confidence in the validation process.
ACA’s Approach
ACA delivered a structured, multi-phase approach combining advisory expertise, technical review, and independent validation to assess and enhance Aladdin Accounting’s composite framework.
- Performance advisory: Provided expertise on methodologies and composite construction to guide workflow enhancements.
- System review: Assessed calculations, composite rules, and workflows to identify gaps and improvement opportunities.
- Independent testing: Executed targeted testing across account and composite performance to evaluate alignment with the GIPS Standards and industry expectations.
- Validation and recommendations: Delivered findings and recommendations, providing a third-party assessment to strengthen external credibility.
Business Impact
Through ACA’s independent validation and recommendations, Aladdin Accounting expanded its composite capabilities, supporting long-term growth and client confidence.
- Independent third-party validation strengthened the external credibility of the Aladdin Accounting Composite Module
- Enhanced client and consultant confidence in performance calculations and composite reporting
- Improved alignment with the GIPS Standards and industry best practices, supporting consistency in composite calculations and reporting
- Enabled scalable growth and a stronger competitive positioning through a clear, validated enhancement roadmap
Delivering Confidence Through Validation
By partnering with ACA, Aladdin Accounting successfully validated and strengthened its composite capabilities, ensuring alignment with the GIPS Standards and industry expectations. This engagement enhanced confidence in performance reporting while establishing a clear path for scalable growth and continued product evolution.
Get Started with ACA
To learn how ACA can help validate and enhance your performance and composite capabilities, contact our Performance Advisory team or learn more about our services to get started.