CLIENT CUSTOMIZATION TOOL

Brand & Share

BlackRock’s content, your visual identity. Customize popular client resources with your brand to deliver client conversations effectively. Combine multiple pieces of content into one exportable PDF with your logo, font and colors.
Personalize content Personalize content

Brand & Share Content

Brand & Share tool thumbnail
Conversation starters and worksheets

Personalize resources for effective client conversations about market performance, retirement and other life events.

Student of the Market

Tailor one of our most popular client publications. Put markets in perspective and compare historical and current market events.

Presentations and invitations

Customize our most popular presentations to engage clients including Social Security; women & investing and behavioral finance.

Explore Brand & Share Explore Brand & Share

  • Yes, materials created through the Brand & Share tool are designed to be client-ready. The tool allows advisors to personalize BlackRock's pre-approved resources, such as conversation starters, worksheets, and presentations, by adding their firm's logo. These materials are curated to support effective and professional client engagement.

  • All images need to be in PNG or JPG format. 1 MB max file size allowed.

  • No, only the pre-approved presentations within the Brand and Share tool can be customized with color and logo.

    The Advisor Center 360° client reports sections can be customized. Preferences on including asset class characteristics, performance and scenario analysis can be modified.