MODEL PORTFOLIO CLIENT MATERIALS

Model portfolio client conversation resources for financial advisors

Access client-friendly model portfolio materials and tools to help you have more meaningful conversations with current and prospective clients.

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BlackRock's sole focus is to deliver well-built and dynamically managed model portfolios that help your clients stay invested for the long-term. 

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Share how you partner with BlackRock model portfolios

BlackRock offers model portfolios to help your clients achieve their real-life investment goals.

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BlackRock as your trusted investment partner

We are invested in your clients' financial well-being.

Explore Advisor Center tools

Access Advisor Center’s tools to evaluate model portfolio holdings, risks, fees, performance and more. Make more informed decisions quickly and communicate impacts to clients clearly.
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Model Evaluator
Filter and view available models by categories like growth, income, tax aware, sustainable and more to help meet clients’ needs.
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360° Evaluator
Analyze a model portfolio and customize its holdings for unique clients. Create client-friendly reports highlighting holdings, performance, fees, insights, and more.
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Scenario Tester
Stress test a model portfolio or a current portfolio to see how they could react against 30+ market events.
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Tax Evaluator
Designed to help you take control of your clients' tax liability, review portfolios to identify funds distributing capital gains and help clients keep more of what they earn.
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Brand & Share
Add your logo to client-facing materials like a recent trade notice, brochure, or market update.