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Portfolio and investment tools for financial professionals

You're in the business of connecting. Advisor Center portfolio and investment tools help power those connections.

Advisor Center's free suite of sophisticated, yet simple-to-use, tools help financial professionals make informed decisions quickly, and communicate them clearly to clients and prospects.

See all portfolio and investment tools

Build and evaluate portfolios Enhance client conversations Plan for retirement Analyze ETFs
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Build and evaluate portfolios and funds

Tools to help financial professionals build, customize and manage client portfolios. Compare portfolios and funds, or stress test and analyze your portfolios across many angles – performance, cost, risk and more.
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Investment Quality
Assess fund quality across portfolios Assess fund quality across portfolios
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360° Evaluator
Analyze portfolios Analyze portfolios

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POWERED BY Aladdin®

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.

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