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Prospecting
From Advisor Center, quickly create client friendly PDF reports that illustrate the value and potential impact of your proposed portfolio compared to the prospect’s existing portfolio.
Screen holdings against nine different areas of focus to see how many funds fall into each "health status" category. Gain insights into why certain funds may require your attention.
With BlackRock’s Aladdin® platform, better understand potential risk exposures with
holdings based analysis in addition to traditional, backward looking performance analysis.
Find the size of pending capital gains distributions and days until distribution for funds in your clients’ portfolios, identify alternatives for these funds, and identify potential assets to tax loss harvest.
iRetire® is a retirement conversation starter that can help highlight the tradeoffs associated with retirement planning in an easy to understand interface that can help win and grow retirement assets for retirement income needs.
Address the gap between expected and target returns
Gain a better understanding of projected return and where a prospect or client’s portfolio
stands today and explore opportunities to evolve the portfolio with a wide array of asset
classes.
Guide clients in the accumulation phase of their retirement journey
Provide an easy to generate client report that visually assists with future income projections,
helping clients make informed decisions about saving and investing for their future retirement
income needs.
Guide clients in the decumulation phase of retirement
Help clients close to or in retirement make decisions on sustainable spending amounts
based on their current investments. Illustrate income stream from multiple sources including
portfolio income, pensions, social security, and annuity income.
With client friendly PDF outputs at the click of a button, you can share this information with clients and prospects in person or via email, to highlight the value you bring and how working with you could change their trajectory. This can help you build the confidence your clients need to invest, and stay invested, with you.
Simply click on the “Sign In” button at the top right of this page. You will be prompted to complete a quick form so we can verify your registration. If you’ve visited before, simply sign in and visit your favorite Advisor Center pages. Once you register or log in, you’ll gain access to Advisor Center’s suite of tools, insights, continuing education courses, and more exclusive to financial professionals.
Advisor Center’s suite of portfolio tools is powered by BlackRock’s Aladdin platform, the same risk technology relied on by many of the world’s largest financial institutions. With Aladdin, you can better understand potential risk exposures with holdings based analysis in addition to traditional, backward looking performance analysis. 78% of advisors say that portfolio risk is proactively brought up by clients.1 When speaking with your clients, you can position your access to tools powered by the Aladdin platform as a differentiator to help them better understand risk.
Nothing! Advisor Center is a complimentary suite of tools available to financial professionals to help analyze portfolios more quickly and have better conversations with clients. Your ability to go into Advisor Center as frequently as you want makes it easy to get fast answers. If there are topics for which you need deeper analysis, you may also have access to consultations with our Portfolios Solutions team and other value add or portfolio construction resources.
Whether you build your own models or leverage third party portfolios, you can upload those portfolios into Advisor Center in two easy ways: 1) Copy and paste a list of tickers and weights from an external datasheet (i.e., Excel) with ‘ticker’ in the first column and ‘weight (%)’ in the second. 2) You can also type in tickers and weights manually, searching a broad universe of US open end funds, closed end funds, ETFs, stocks, etc.
Once uploaded, enter a name for the portfolio and use the dropdown to specify the portfolio type. See and manage all your portfolios at once in the Portfolio Library.
Upload up to 50 portfolios or a list of 300 holdings to identify the health of individual mutual funds and ETFs across your book. Quickly and easily review funds that may require your attention, identify focus areas for potential improvements and proactively monitor portfolios over time.
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.