Advisor Center Tools

You're in the business of connecting. Advisor Center tools help power those connections.


Advisor Center's free suite of sophisticated, yet simple-to-use, tools help financial professionals make informed decisions quickly, and communicate them clearly to clients and prospects.

New! Is your portfolio meeting expectations?
Delivering on your clients’ goals is critical to your success. The newly released Expected Return Analyzer identifies how your portfolio stacks up against your targeted return and highlights potential gaps.
Explore ways to narrow the gap Explore ways to narrow the gap
Expected Return Analyzer

See all Advisor Center tools

Build and evaluate portfolios Enhance client conversations Plan for retirement Analyze ETFs
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Build and evaluate portfolios and funds

Tools to help you build, customize and manage client portfolios. Compare portfolios and funds, or stress test and analyze your portfolios across many angles – performance, cost, risk and more.
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Expected Return Analyzer
Narrow potential gaps Narrow potential gaps
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360° Evaluator
Analyze portfolios Analyze portfolios
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Interactive Chart: Global Allocation Fund
Explore fund performance Explore fund performance
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Interactive Chart: Multi-Asset Income Fund
Explore fund performance Explore fund performance

Enhance conversations with clients and prospects

Show clients and prospects the value of what you do. Easily download customizable, client-friendly reports to use in client conversations and to bring virtual meetings to life.
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Scenario Tester
Show clients the impact of market events Show clients the impact of market events
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Tax Evaluator
See capital gains estimates See capital gains estimates

Guide clients to and through retirement

Tools to help you kickstart the conversation around retirement and illustrate how you’ll help clients and prospects navigate tradeoffs in how they save, spend and invest to and through retirement.
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iRetire®
Estimate retirement income Estimate retirement income
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Target Date Explorer®
Evaluate target date funds Evaluate target date funds
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Social Security Benefits Estimator
See benefit estimates See benefit estimates

ETF Analysis Tools

Compare, track and review ETF performance, looking at the effects of market shocks and economic cycles on key factors, creating customized reports containing fund data and index data, and building customized bond ladders and core portfolios.
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iShares® Core Builder Tool
Use tool Use tool
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iBonds® Ladder Tool
Use tool Use tool
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Correlation Tool
Use tool Use tool

Want a demo?

Let us show you around our library of free tools to help you find the ones best suited for your practice

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POWERED BY Aladdin®

Put the power of the Aladdin platform at the heart of what you do.


Use Advisor Center's 360° Evaluator and Scenario Tester tools to see the value of the Aladdin platform as you analyze, compare and stress test portfolios.

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