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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®.
Try it in 360⁰ Evaluator Try it in 360⁰ Evaluator
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DATA INSIGHTS

Clients and markets are changing. How will you continue to grow?

BlackRock Business Consulting and The Ensemble Practice partnered to bring you insights and innovative approaches to help you continue to drive organic growth even as markets shift and generational wealth changes hands.

Read True Ensemble Advisor Data Insights report True Ensemble Advisor Data Insights report

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.

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Considering a merger?
Navigate M&A successfully and see if it’s right for you

Hear from RIA leaders about factors to consider when evaluating deals, gain access to our Leader Lab video series, and learn about new growth strategies to increase retention when managing an M&A.

Read more about M&A Read more about M&A
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.

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Digitize your client communications
Implement a digital-first marketing strategy

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

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Earn Continuing Education (CE) credits

With topics ranging from markets and portfolios, client engagement, and practice management insights, gain new skills. Explore our CE courses on today’s key topics and discover new advisor solutions.
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Connect with clients online

Client communication strategy Client communication strategy
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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.

Brand & Share Expected Return Analyzer Tax Evaluator
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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.

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Frequently Asked Questions

Here are some things to keep in mind when navigating our resources and tools. Your questions, answered.

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