360° Evaluator
Ready to get started?
Build, blend and manage portfolios
Performance, risk, cost and more
Save prep time and wow clients
Try it out
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01
With your prospects
Show your proposed portfolio side-by-side with your prospect’s current holdings to highlight the potential impact your proposal could have on their investments and outcomes.
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02
With your clients
Client-friendly reports and talking points help reinforce the decisions you’ve already helped them make, and can help you make the case for clients to bring over additional assets.
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03
With the tools you already use
Access 360° Evaluator and other Advisor Center tools through the BlackRock Launch Pad via you Envestnet platform.