About BlackRock

WHO WE ARE

BlackRock is trusted to manage more money than any other investment manager in the world, helping millions of people and the world’s biggest institutions and governments reach their investing goals.

Source: BlackRock. Based on $6.52 trillion in AUM as of 03/31/19

Our Company and Sites

Tools

Analyze Your Portfolio
From Every Angle

360° Evaluator
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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See How You Stack Up

See how your portfolio stacks up against the investment strategies employed by other advisors.

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See New Perspectives

Help meet every client’s unique needs with Customizable Models
backed by BlackRock.

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See Risk Ahead

Generate an instant snapshot of how any portfolio could react to 30+ market-driven client concerns.

Stress test Stress test

Retirement Planning

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

iBond Ladder Tool
iBond Ladder Tool
Create customized bond ladders with iBonds ETFs and export your customized portfolio in a client-approved PDF.
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iShares Core Builder
iShares Core Builder Tool
Get a custom portfolio of iShares ETFs in minutes.
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Factor Performance Tool
Factor Performance Tool
Use this interactive tool to see how factors have performed through economic cycles, market shocks and any other time period.
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Report Generator Tool
Report Generator Tool
Create customized reports containing fund data on iShares ETFs.
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Morningstar

Morningstar Multi Fund Comparison Tool
Morningstar Multi Fund Comparison Tool
Side-by-side comparison of up to five ETFs, Mutual Funds and/or Indexes.
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Morningstar Hypothetical
Morningstar Hypothetical
Generate a client-approved report on a portfolio of ETFs, open-end funds and/or closed-end funds in the Morningstar universe.
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Morningstar Investment Detail Tool
Morningstar Investment Detail Tool
Generate a client approved fact sheet on any ETF, open-end or closed-end fund in the Morningstar universe.
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Thumb: Morningstar Portfolio compariosn
Morningstar Portfolio Comparison
Compare two portfolios of ETFs, open-end and closed-end funds side-by-side.
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Morningstar Portfolio Analysis
Morningstar Portfolio Analysis
Analyze the composition and performance of a portfolio of ETFs, open-end and closed-end funds.
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