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Advisor Center 360°

Meet BlackRock Advisor Center 360°. Analyze portfolios, assess risk and evaluate tax impact all within our Aladdin®-powered platform. Prospect new opportunities and generate client-ready reports to keep clients invested toward their goals.
Launch BlackRock Advisor Center 360° Click here to learn more about Advisor Center portfolio tools

All of your tools. One portfolio analysis experience.

An enhanced, Aladdin-powered platform built for advisors seeking smarter portfolio management and deeper client engagement. Explore our free suite of sophisticated, yet simple-to-use, tools.
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Portfolio Analyzer

Analyze portfolios across performance, risk and cost with actionable insights that prepare you for client meetings and make your recommendations compelling.
Analyze a portfolio Link to portfolio analysis tool
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Tax Evaluator

Spot tax drag and capital gains risks early and act confidently with tax-efficient investments and loss harvesting strategies that improve after-tax outcomes.
Run a tax analysis link to tax workflow
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Model Evaluator

Explore, compare, and customize BlackRock, third-party and your own model portfolios to deliver consistent, scalable investment experiences tailored to client goals.
Browse models link to view all models
Grow your business

Evaluate a prospect's current portfolio and showcase recommendations. Deliver scalable investment experiences with model portfolios.

Prepare for after-tax returns

Spot persistent tax drag and seasonal capital gains risks to guide smarter decisions. Present it with a client-ready report.

Stress test portfolios

Use scenario tests and risk diagnostics to quantify volatility across your book.

Explore additional platform use cases Explore additional platform use cases

Streamline client and investment management

Use a centralized AC 360° dashboard to navigate your practice and identify which client account needs help most. Simplify SMA onboarding and servicing all within the unified platform.
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Book insights and client accounts

Import your entire book from Orion or Black Diamond to see daily insights on concentrated stock positions, opportunities and more.
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My Managed Accounts

Enroll, view, and service your BlackRock separately managed accounts. Make updates and request analysis for your SMAs in one place.

Advisor best practices

Get answers to your questions on how to leverage the portfolio platform for your business.

  • Use Advisor Center 360º whenever you need to:

    - Prepare for client or prospect meetings with risk, tax, and performance insights.
    - Generate proposals that compare current vs proposed portfolios.
    - Identify opportunities across your book such as tax-loss harvesting or model updates.
    - Stress test portfolios under market scenarios to guide client conversations.
    - Streamline SMA servicing or import your book for real-time insights.

    Use Advisor Center 360º as your go-to platform for meeting prep, prospecting, portfolio reviews, and proactive client engagement.

  • Advisor Center 360º is a free suite of tools available to verified financial professionals.

  • Yes. You can create professional, customizable PDF reports that clearly communicate portfolio insights and recommendations. Simply click the Generate Report button in the upper right corner of the portfolios you are analyzing and customize the report to your client specifications.

  • Advisor Center 360º includes robust stress testing powered by Aladdin risk analytics. With Aladdin, you can better understand potential risk exposures with holdings-based analysis in addition to traditional, backward looking performance analysis.

    You can apply a wide range of scenarios (historical events like the 2008 financial crisis, hypothetical shocks such as interest rate spikes, and forward-looking market-driven scenarios) to evaluate how portfolios might perform under different conditions. The platform also allows you to create custom scenario groups for tailored analysis, helping you prepare for “what-if” conversations and demonstrate portfolio resilience to clients.

  • You can access models in the Model Evaluator tool from the home dashboard, where you’ll find BlackRock model portfolios, third-party UMA/PMA models, or any custom models created for your firm.

    You can upload your own models or client portfolios in two easy ways: 1) Copy and paste a list of tickers and weights from an external datasheet (i.e., Excel) with ‘ticker’ in the first column and ‘weight (%)’ in the second. 2) You can also type in tickers and weights manually, searching a broad universe of US open end funds, closed end funds, ETFs, stocks, etc.

    Models are also integrated into Portfolio Analyzer, so you can select a model to analyze when comparing portfolios or building proposals, making it simple to incorporate model strategies directly into your client conversations.

  • Navigate from the "My Client Accounts" card on the Home Dashboard, or via the settings icon of the portfolio dashboard (top right). This feature is currently only available for advisors using Black Diamond or Orion. If you need support, please reach out to your USWA representative.

  • It got a facelift. 360 Evaluator is now part of BlackRock Advisor Center 360º and, in addition to the features you know and love, now includes tax analytics, the ability to compare up to five portfolios, and security-level risk contributors, and much more to explore in the new experience.