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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.

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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.
Interactive Chart: Global Allocation Fund
Interactive Chart: Multi-Asset Income Fund

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.

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.
Social Security Benefits Estimator

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.

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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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.