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BlackRock launch pad

Create more ‘a-ha’ moments with 360° Evaluator

Identify potential areas of risk with Scenario Tester

  • Information overload. 24/7 news cycles. Endless social media feeds. These days, it can be difficult for clients to separate noise from news. The “what if’s” pile up, and so does client uncertainty around their financial future.

    But, what if you could address those concerns head on? What if you could alleviate your clients' worries and help them focus on what matters?

    With BlackRock’s Scenario Tester, you can see the potential impact of different market events on a portfolio’s individual holdings and asset classes. Just upload a portfolio and select from more than 30 market shocks to see how it might react.

    And with an easy-to-understand report, you can set expectations and help clients understand what you're doing to manage their risk.

    Use Scenario Tester today to connect BlackRock’s sophisticated risk management technology with your clients and prospects, to make the uncertain more certain.

Identify potential tax savings with Tax Evaluator

  • You don’t have to spend hours collecting and analyzing the tax impact of capital gains on all your clients’ portfolios. Tax Evaluator aggregates and automates this process for you.

    With access to over 7,000 mutual funds and ETFs all in one place, you can create a detailed picture – in minutes. See which funds have reported estimated capital gains distributions before your clients incur the tax liability.

    You can also help your clients consider the benefits of tax loss harvesting by identifying funds with negative price returns. Additionally, compare fund characteristics and rankings to help clients make informed decisions about specific holdings.

    Use Tax Evaluator to track portfolios, identify potential tax savings, and help your clients keep more of what they earn.

BlackRock and Envestnet

Envestnet and BlackRock are partnering to bring you technology that connects what you do for your clients to what it means to them.

These sophisticated, yet quick-to-use tools make it easy for you to analyze and compare portfolios, identify potential areas of risk, anticipate potential tax impacts and estimate annual retirement income.

BlackRock and Envestnet logo


FOR FINANCIAL PROFESSIONAL USE ONLY. Not to be show or distributed to clients.

 

IMPORTANT: The projections or other information generated by the tools 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.

 

The tools are provided on an "as-is" basis. BlackRock expressly disclaims all warranties, express or implied, statutory or otherwise with respect to the tools (and any results obtained from their 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 tools including, without limitation, any liability for any direct, indirect, special, incidental, punitive and/or consequential damages (including loss of profits or principal). The use of the tools are subject to the BlackRock Terms of Use.

 

This information should not be relied upon as research, investment advice, or a recommendation regarding any products, strategies, or any security in particular. This material is strictly for illustrative, educational, or informational purposes and is subject to change.

 

Not FDIC Insured * No Bank Guarantee * May Lose Value.

 

©2020 BlackRock, Inc. All rights reserved. BLACKROCK is a trademark of BlackRock, Inc. or its subsidiaries in the United States and elsewhere. All other marks are the property of their respective owners.

 

Prepared by BlackRock Investments, LLC, FINRA.

 

BlackRock Fund Advisors, an affiliate of BlackRock Investments, LLC, is a registered investment adviser.

 

BlackRock through a holding company subsidiary, BlackRock, Inc. (“BlackRock”) owns a non-controlling interest in Envestnet’s parent company, Envestnet, Inc. (NYSE: ENV).

 

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