Tax Evaluator

Tax Evaluator helps minimize tax impacts for your clients. Just upload your portfolio to see estimated capital gains distributions and fund performance information, as well as identify funds with negative price returns.

Once you’ve added the BlackRock Launch Pad, access Tax Evaluator on Advisor Center through the Envestnet platform.

Analyze tax impacts Tax loss harvesting Identify potential savings

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Choose from a saved portfolio or upload a new portfolio to analyze tax efficiency in seconds and explore tax efficient alternatives to help get the most for your clients. When using the tool in Q1-Q3, view historical capital gains. In Q4, the tool allows you to see relevant capital gain estimates.

Tax loss harvesting is a strategy of taking investment losses to minimize current tax liabilities. Use price returns to identify which of your funds you may be able to tax loss harvest. See capital gains estimates and identify potential tax loss harvest opportunities across 7000+ funds.

Throughout the year, Tax Evaluator facilitates strategic portfolio decisions to help minimize tax impacts for your clients, better aligning them to intended goals. View historical capital gains at any time to track portfolios at key points throughout the year, like during large market movements or when you’re considering changes to your portfolio.

reinforce your value throughout the year

Try it out

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With your prospects

Differentiate your proposals by showing prospects how you can help them save money in taxes. Upload their current portfolio and quickly compare and quantify the potential tax savings they might expect with your portfolio management approach.

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With your clients

Identify potential tax-saving opportunities to help clients keep more of they earn each year. Reinforce your value by showing clients the potential dollar impact of your tax efficient investment strategy.

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With the tools you already use

Tax Evaluator works where you work. Access directly from your Envestnet launch pad. Look for the BlackRock Launch Pad to get started with Tax Evaluator and other Advisor Center tools.

Take a deeper dive

You don’t have to spend hours collecting and analyzing the tax impact of capital gains on all your clients’ portfolios. Tax Evaluator aggregates and automates this process for you! With access to over 7,000 mutual funds and ETFs all in one place, you can create a detailed picture – in minutes. See which funds have reported estimated capital gains distributions before your clients incur the tax liability. You can also help your clients consider the benefits of tax loss harvesting by identifying funds with negative price returns. Additionally, compare fund characteristics and rankings to help clients make informed decisions about specific holdings. Use Tax Evaluator to track portfolios, identify potential tax savings, and help your clients keep more of what they earn. Run a tax analysis today at blackrock.com/tax.

Ready to get started?

Minimize tax impact

Find opportunities to tax loss harvest

Reinforce your value throughout the year

Try it out

Take a deeper dive

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