Financial Advisor Tools

Solutions to accelerate your growth

Your clients’ financial wellness and the well-being of your practice go hand-in-
hand. We offer you valuable tools, insights, and educational resources to support
you on your mission. It’s another way BlackRock partners with you.

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Portfolio Analysis

Insights in action

Insights in action
Navigate market movements with on-demand insights from BlackRock’s global analyst team. Tap into our expert views, then use our Aladdin® analytics to see how your portfolios may perform.
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Presentation tools

Conversations that matter

A great conversation can see clients through market fluctuations and keep them invested in long term strategies. Use our suite of tools to demystify market dynamics and put your recommendations in language that’s easy to understand.

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Laptop screen featuring scenario tester client ready report, showing how your client’s portfolio will react to market changes.

Financial Advisor Education

Credits on your schedule

More than a place to quickly earn CE credits, our new learning platform offers a wealth of resources for practice transformation, the latest advisor trends and other resources you'll actually use. It’s an invaluable resource for your practice.

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Model Portfolios

Relationships first

Your clients value your time and attention, even as your practice grows. Model portfolios save time on your investment selections, so you won't sacrifice the personal service that matters most.

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20% less time
20% less time
spent on investment management and administration.**
80% of your time
80% of your time
spent on client-facing activities.**