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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.
It’s that time of year. View capital gains estimates and identify potential tax-loss harvest opportunities across 7,000+ funds to help minimize tax impacts for your clients.
Put the power of the Aladdin platform at the heart of what you do.
Use Advisor Center's 360° Evaluator and Scenario Tester tools to see the value of the Aladdin platform as you analyze, compare and stress test portfolios.