Portfolio construction program

By understanding the risks facing their portfolios, you can prepare your clients for the unexpected and give them the confidence that their portfolios are built to achieve their goals.

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Alternative investments

Helping your clients understand alternative strategies and assets can help them feel confident that including alternative investments in their portfolio might help them better achieve their financial goals.

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Social Security program

Social Security can be a complicated topic to tackle, but by helping your clients better understand their options, you can help them maximize their Social Security retirement benefits.

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Advisor & investor education platform

Industry-leading value-added programs designed to enhance your business as well as to help you educate your clients about today’s relevant investing and financial planning topics.

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Investing and planning tool suite

Generate client-approved reports leveraging our suite of portfolio testing, ETF analysis and retirement tools.

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Morningstar hypothetical

Generate a client-approved hypothetical report on a portfolio of ETFs, open-end funds and/or closed-end funds.

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Social Security benefits estimator

Help your married, divorced, widowed and single clients develop a strategy for maximizing their Social Security benefits.

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Correlation calculator

Correlation calculator

Create more diversified portfolios and identify similar investment opportunities.

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iBonds ladder tool

Create customized bond ladders with iBonds ETFs and export your customized portfolio in a client-approved PD.

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iRetire™ by BlackRock

Introducing iRetire™, a whole new way to help your clients start closing the gap between where they stand today, and the income they really want each year in retirement.

Create an iRetire™ plan

IMPORTANT: The projections or other information generated by the iRetire tool regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
Any information contained in or generated by the iRetire tool should not be construed as or relied upon as investment advice, research or a recommendation by BlackRock regarding the use or suitability of any particular allocation, fund or overall investment strategy. The iRetire tool is designed to be used in consultation with an advisor, and should not be relied on as a primary basis for an investment decision. Potential investors should consult with their financial advisors prior to making an investment decision to invest in one or more of the funds shown. Any decision to invest in a fund or implement an asset allocation generated by the iRetire™ tool is solely that of the user.
The tool is provided on an "as-is" basis. BlackRock expressly disclaims all warranties, express or implied, statutory or otherwise with respect to the tool (and any results obtained from its use) including, without limitation, all warranties or merchantability, fitness for a particular purpose or use, accuracy, completeness, originality and/or non-infringement. In no event shall BlackRock have any liability for any claims, damages, obligations, liabilities or losses relating to the tool including, without limitation, any liability for any direct, indirect, special, incidental, punitive and/or consequential damages (including loss of profits or principal).
BlackRock is providing access to Morningstar reports as a service to financial professionals. Please note that if you distribute these reports, they must be preceded or accompanied by the appropriate fund prospectuses. The data, analyses and opinions contained in the reports are provided by Morningstar for informational purposes only and do not represent an offer to buy or sell a security. BlackRock does not guarantee the completeness or accuracy of the information and has taken no part in producing these reports. Check with your compliance department on how these reports may be used with clients.

Scenario-specific chart library

Address your clients' most pressing concerns through our library of scenario-specific charts and talking points.

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Asset class returns

Thumb: Asset Class Returns

Explain why diversification amongst asset classes can help reduce portfolio volatility over time and might help increase returns.

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Withdrawal rates

Thumb: Withdrawal Rates

Demonstrate how a modest withdrawal rate over time can have a large impact on whether your portfolio will last throughout retirement.

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