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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.

Identify potential tax savings with Tax Evaluator

Help clients finish 2022 stronger. Use Tax Evaluator to identify tax-loss harvesting opportunities and monitor capital gains estimates for funds in your clients' portfolios.

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

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.
iShares® Core Builder Tool
iBonds® Ladder Tool
Bar chart
Correlation 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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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.