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How to use our portfolio tools

Financial professionals can get questions answered and uncover best practices for using Advisor Center tools.

Resources and guides designed specifically to help financial professionals get started with Advisor Center tools today.

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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.
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    Discover additional assets

    Build a holistic analysis of a prospect or existing client’s total portfolio and discover additional client assets for management.
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    Assess portfolio health

    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.
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    Understand portfolio risk

    With BlackRock’s Aladdin® platform, better understand potential risk exposures with holdings based analysis in addition to traditional, backward looking performance analysis.
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    Defend existing business

    Quickly leverage powerful risk analytics, stress testing capabilities, and clear visuals to articulate your value to existing clients.
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    Assess future market movements

    Stress test client portfolios against 30+ possible market events to help ease potential concerns about markets and the future.
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    Minimize tax impact

    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.
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    Engage in versatile retirement discussions

    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.
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    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.
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    Help meet clients’ real life goals with models

    Explore our menu of customizable model portfolios designed to help you seek better returns throughout a spectrum of risk objectives.
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    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.
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    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.

Tool tip corner: Investment Quality tool

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.
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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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