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Portfolio and investment tools for Financial Professionals

You're in the business of connecting. Advisor Center portfolio and investment 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.

Review your full book of business with Investment Quality

Evaluate your holdings with the Investment Quality tool to see how they stack up against nine criteria like tax exposure and hidden risk. You can easily identify potential improvements for up to 50 portfolios in one analysis.

Explore the Investment Quality tool Explore the Investment Quality tool

See all portfolio and investment 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 financial professionals 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.
Tools
Investment Quality
Assess fund quality across portfolios Assess fund quality across portfolios
Portfolio
360° Evaluator
Analyze portfolios Analyze portfolios
Globe
Interactive Chart: Global Allocation Fund
Explore MALOX performance Explore MALOX performance
Income
Interactive Chart: Multi-Asset Income Fund
Explore BIICX performance Explore BIICX 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.
Sailboat
iRetire®
Estimate retirement income Estimate retirement income
Target
Target-Date Radar
Evaluate target date funds Evaluate target date funds
Savings
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.
Balance
iBonds® Ladder Tool
Build customized bond ladders Build customized bond ladders
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Correlation Tool
Search by correlations Search by correlations

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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