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Resources for your practice

RIA Resource Center

Invest in your practice and develop your offerings with BlackRock’s portfolio construction tools, marketing and branding platforms, practice management guides, and so much more.

New Feature! Import client accounts directly into tools

Connect to external client accounts and portfolios to quickly produce client-friendly portfolio reports using BlackRock’s institutional-quality analytics, powered by Aladdin®.
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BlackRock’s latest views

Gain access to market updates that can help Registered Investment Advisor (RIA) firms navigate volatility and gain more insight to better advise your clients.

  • Donate stock to charity for bigger tax savings
    Tax

    Donate stock to charity for bigger tax savings

    Feb 12, 2024 | By BlackRock
    Stock donations are more advantageous than cash – for both you as a taxpayer and the charities you support. Be sure to maximize the benefits of your generosity.

BlackRock mutual funds now available without transaction fees

In a down market, keeping portfolio transaction fees low is more important than ever. BlackRock funds are now available through Schwab Advisor Services with no transaction fees.*
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Resources for developing your practice

Learn new RIA investment strategies, revamp your methods, and help your clients.

The growth formula
Find more time for your clients and grow your firm

Learn ways to lead your team, streamline your investment approach, hear from BlackRock’s insights leadership, and earn tomorrow’s clients. Access growth strategies and improve your firm’s efficiencies. We have the formula.

Digitize your client communications
Implement a digital-first marketing strategy

Access digital marketing tools designed to help you authentically scale client communications.

Tools and Resources

Register to access a variety of RIA-approved portfolio evaluators, marketing tools, and streamline processes to give your clients the best solutions.

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Market content with your brand

Show off your firm’s brand by adding your logo to our written insights and other client-facing content.
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Expected Return Analyzer

Test your portfolios against forward-looking projections to see how they stack up against your clients’ goals and which alternative strategies can help bridge the gap.
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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. Run a tax analysis today at blackrock.com/tax.

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Tax Evaluator

Use our evaluator to help identify and avoid pending capital gain distributions for 3,500+ funds, discover tax loss harvesting opportunities, and help your clients keep more of what they earn.