Portfolio & investment tools
Advisor center tools

Advisor portfolio & investment tools

Advisor center's free suite of portfolio and practice tools help financial professionals make informed decisions quickly and communicate them to clients and prospects.
Investment tool

BlackRock Advisor Center 360°

BlackRock Advisor Center 360° helps advisors evaluate portfolios, compare models, surface tax-aware trade opportunities and service SMAs all from one place so they can deepen client engagement and grow their business through a unified experience.

Portfolio Analyzer tool screen
Portfolio Analyzer

Stress test portfolios & analyze risks

Analyze portfolios across multiple angles including performance and Aladdin®-based risk,  then prepare for client or prospect meetings.

Analyze your portfolios Analyze your portfolios
Tax Evaluator tool demo screen
Tax Evaluator

Manage tax costs

BlackRock’s Tax Evaluator tool identifies tax drag and capital gains risks, suggests tax‑efficient alternatives and supports loss harvesting to help improve after‑tax outcomes.

Evaluate taxes Evaluate taxes
Model Evaluator tool demo screen
Model Evaluator

Model options across client goals

Explore, compare and customize BlackRock, third-party and personal model portfolios to deliver consistent, scalable investment experiences tailored to client goals.

Compare models Compare models
My Managed Accounts tool demo screen
My Managed Accounts

Enroll, view and service SMAs

My Managed Accounts helps advisors deliver the personalization and tax efficiency of SMAs with a streamlined onboarding and servicing platform.

View SMA accounts View SMA accounts
My Client Accounts dashboard demo screen
My Client Accounts

View account & book wide insights

My Client Accounts centralizes imported accounts from Orion or Black Diamond to help prioritize client outreach.

Import your book of business Import your book of business

For illustrative purposes only.

Engage clients

Show clients and prospects the value of what you do. Easily download customizable, client-friendly materials to use in client conversations and to bring meetings to life.