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Tools

Analyze Your Portfolio
From Many Angles

See the Full 360°
Use our 360° Evaluator to examine your portfolio across a number of dimensions. Instantly see the potential impact of adjusting allocations.
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Retirement Planning

Help your married, divorced, widowed and single clients develop a strategy for maximizing their Social
Security benefits.
Analyze the universe of target date funds and produce customized client-ready reports
iRetire® by BlackRock
iRetire® is a retirement income planning tool that offers you a repeatable and engaging process to help your clients achieve their income goals in retirement, while helping you grow your practice and leverage your time.
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ETF Analysis

Create customized bond ladders with iBonds® ETFs and export your customized portfolio in a client-friendly PDF.
Get a portfolio of iShares ETFs in minutes.
Use this interactive tool to see how factors have performed through economic cycles, market shocks and any other time period.
Create customized reports containing fund data on iShares ETFs.

Morningstar

Side-by-side comparison of up to five ETFs, Mutual Funds and/or Indexes.
Generate a client-friendly report on a portfolio of ETFs, open-end funds and/or closed-end funds in the Morningstar universe.
Generate a client-friendly fact sheet on any ETF, open-end or closed-end fund in the Morningstar universe.
Compare two portfolios of ETFs, open-end and closed-end funds side-by-side.
Analyze the composition and performance of a portfolio of ETFs, open-end and closed-end funds.

Other Tools

 

Thumb: Brand and Share

Brand and Share Tool

Customize client-friendly content with your logo.

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