POWERED BY ALADDIN®

Scenario Tester

When markets change, emotions run high. Help clients stay confident in their long-term investment plan. Stress test a portfolio to see how it could react to 30+ market scenarios. Use the client-friendly output to prepare prospects and clients for the market ‘what ifs’ weighing on their minds.

Ready to get started?

Once you’ve added the BlackRock Launch Pad, access Scenario Tester on Advisor Center through the Envestnet platform.

Stress test against market shocks

There are three ways to start an analysis: 1) Choose one of your already saved advisor or client portfolios, 2) build a new portfolio with imported holdings from a spreadsheet or enter tickers and weights directly, or 3) Browse through a library of model portfolios to analyze.
stress test against market shocks

Try it out

  • 01

    With your prospects

    Run side-by-side comparisons of your prospect's current holdings with your recommendations to demonstrate how you could prepare them for market events.

  • 02

    With your clients

    Bring the concept of 'risk' to life, a key driver of client satisfaction that builds trust and helps you expand existing relationships, as well as gain new ones.

  • 03

    With the tools you already use

    Scenario Tester works where you work. Access directly from your Envestnet launch pad. Look for the BlackRock Launch Pad to get started with Scenario Tester and other Advisor Center tools.

Take a deeper dive

Current Time 0:00
Loaded: 0%

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.

  1. Now Playing
    Up NextAbout Scenario Tester
  2. Now Playing
    Up NextScenario Tester How-To
Video Playlist

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.

RELATED RESOURCES

Advisor Center

Advisor Center’s suite of tools is powered by BlackRock’s Aladdin platform, the same risk technology relied on by many of the world’s largest financial institutions.
Learn more Learn more

Tax Evaluator

Upload a portfolio or holdings list and easily identify which funds may be subject to capital gains distributions based on published estimates collected on over 7,000 funds.
Learn more Learn more