Create more ‘a-ha’ moments with 360° Evaluator
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 areas of risk with Scenario Tester
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.
Identify potential tax savings with Tax Evaluator
Change is constant. Time passes. Markets move. Clients’ needs and expectations evolve. Yet, establishing and revisiting a plan for retirement as things change can be daunting – leading to missed opportunities to realign with your clients’ lives, and goals.
BlackRock’s iRetire changes that.
With iRetire you can quickly and easily assess the feasibility of your clients’ retirement income goals, build trust and add value by exposing potential gaps in their current savings and investing strategies and align on a new plan based on a number of inputs, including held-away assets – to help ensure they’re on a path to meet their retirement income goals.
Use the iRetire decumulation module to help guide retired clients and prospects toward balancing today’s income needs with those that may arise in the future.
Change the dialogue with clients and prospects by downloading personalized, client-ready reports to help kick-start the conversation around retirement – connecting the dots between their finances and their lifetime income goals.
Use iRetire today to help strengthen relationships and make planning an easy, continuous process.
Estimate retirement income in minutes with iRetire®
BlackRock and Envestnet
Envestnet and BlackRock partner 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.
You’re in the business of connecting.
You connect your clients with appropriate investment strategies to help meet their goals.
You connect the dots between market events and related risks and opportunities.
And you connect to build trust and show clients and prospects the value of what you bring to the table.
BlackRock’s Advisor Center and iRetire® help power these connections.
Quickly and easily analyze and compare portfolios, identify potential areas of risk, stay ahead of tax impacts and estimate annual retirement income. Within seconds, see the impacts of changes you make with simple yet sophisticated tools powered by Aladdin®, BlackRock’s risk management technology, used by some of the world’s largest investors and financial institutions.
Demonstrate your value to clients and prospects with portfolio-specific insights and personalized reports that show how you could help change their financial outlook and help them reach their goals.
We’re committed to connecting you to the tools you need to help you save valuable time, make more informed decisions, build stronger relationships and win new business.
Let’s make the connection.
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, and any data used by the tools, is provided on an "as-is" basis. BlackRock expressly disclaims all warranties, express or implied, statutory or otherwise with respect to the tools (and any data used by the tools and the results obtained from use of the tools) 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.
©2021 BlackRock, Inc. All rights reserved. BLACKROCK and iRETIRE are trademarks 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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