Skip to content
Taxes hurt

Taxes hurt

BlackRock offers tools to help financial advisors with year-end tax planning. Tax Estimator features upcoming capital gains estimates and data on underperforming mutual funds relative to their benchmarks.
See estimates See estimates
iShares ETFs are now commission free
The full lineup of over 350 iShares ETFs are now commission free in more places.* Help clients reduce fees, improve tax efficiency and seek long-term growth with iShares ETFs.
Explore ETFs Explore ETFs

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.

Get started Get started

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.
See How See How

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.

Start Now

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

Financial Advisor Education

CE Credits on your schedule

More than a place to quickly earn CE credits, our 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.

Learn More

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.

Explore Now

 

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.**