Portfolio tool tips and how-tos
Financial professionals can get questions answered and uncover best practices for using Advisor Center tools.
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Resources, videos and guides designed specifically to help financial professionals get started with Advisor Center tools today.

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Explore how our portfolio tools can help you build a stronger practice

With 360 ° Evaluator, objectively analyze client or prospect portfolios across key attributes, and package results into client-friendly reports to show the value of what you do.

There are 3 ways to get started.

1. Choose one of your already saved advisor or client portfolios.

2. Build a new portfolio by importing holdings from a spreadsheet or entering tickers and weights directly.

3. Select from a library of preloaded model portfolios.

For this example, let’s go with option 2, and copy and paste a prospect’s portfolio to upload it. Give the portfolio a name and select a type, then press save to view the analysis.

With 360° Evaluator, you have the ability to analyze up to three portfolios side by side. Common examples include comparing an existing client or prospect portfolio to a saved model or benchmark. Or, you can set one of your loaded portfolios as a benchmark.

Let’s compare the prospect portfolio with a Sample 60/40 model. With both portfolios selected, let’s dive deeper into the most popular sections of the 360° analysis.

The Overview page provides key portfolio attributes including performance, risk, cost, and holdings.

The Risk Composition, powered by the Aladdin® platform, shows estimated risk and how the portfolio may respond to the volatility of the S&P 500 Index. Decompose the risk in your portfolio to gain insight into where the volatility is coming from.

Explore the other tabs to gain further insight into how you stack up against your peers, the quality of your holdings, and how your portfolio could react to various market events.

When ready, you can download client and advisor reports to help deliver more meaningful conversations. Customize these reports by uploading your own logo and selecting sections to include. Click Generate Report to download and you’re ready to share the analysis.

Using 360° Evaluator is a quick and powerful way to enhance your process and relationships.

With 360 ° Evaluator, objectively analyze client or prospect portfolios across key attributes, and package results into client-friendly reports to show the value of what you do.

There are 3 ways to get started.

1. Choose one of your already saved advisor or client portfolios.

2. Build a new portfolio by importing holdings from a spreadsheet or entering tickers and weights directly.

3. Select from a library of preloaded model portfolios.

For this example, let’s go with option 2, and copy and paste a prospect’s portfolio to upload it. Give the portfolio a name and select a type, then press save to view the analysis.

With 360° Evaluator, you have the ability to analyze up to three portfolios side by side. Common examples include comparing an existing client or prospect portfolio to a saved model or benchmark. Or, you can set one of your loaded portfolios as a benchmark.

Let’s compare the prospect portfolio with a Sample 60/40 model. With both portfolios selected, let’s dive deeper into the most popular sections of the 360° analysis.

The Overview page provides key portfolio attributes including performance, risk, cost, and holdings.

The Risk Composition, powered by the Aladdin® platform, shows estimated risk and how the portfolio may respond to the volatility of the S&P 500 Index. Decompose the risk in your portfolio to gain insight into where the volatility is coming from.

Explore the other tabs to gain further insight into how you stack up against your peers, the quality of your holdings, and how your portfolio could react to various market events.

When ready, you can download client and advisor reports to help deliver more meaningful conversations. Customize these reports by uploading your own logo and selecting sections to include. Click Generate Report to download and you’re ready to share the analysis.

Using 360° Evaluator is a quick and powerful way to enhance your process and relationships.

  • People conversing on couch

    Prospecting

    From Advisor Center, quickly create client friendly PDF reports that illustrate the value and potential impact of your proposed portfolio compared to the prospect’s existing portfolio.
  • Box of green crayons

    Discover additional assets

    Build a holistic analysis of a prospect or existing client’s total portfolio and discover additional client assets for management.
  • Red and black gaming dices on pink background

    Understand portfolio risk

    With BlackRock’s Aladdin® platform, better understand potential risk exposures with holdings based analysis in addition to traditional, backward looking performance analysis.
  • Colorful chalk on black background

    Defend existing business

    Quickly leverage powerful risk analytics, stress testing capabilities, and clear visuals to articulate your value to existing clients.
  • Underwater ocean wave

    Assess future market movements

    Stress test client portfolios against 30+ possible market events to help ease potential concerns about markets and the future.
  • Sewing pattern

    Minimize tax impact

    Find the size of pending capital gains distributions and days until distribution for funds in your clients’ portfolios, identify alternatives for these funds, and identify potential assets to tax loss harvest.
  • Senior woman and young child stretching on field

    Engage in versatile retirement discussions

    iRetire® is a retirement conversation starter that can help highlight the tradeoffs associated with retirement planning in an easy to understand interface that can help win and grow retirement assets for retirement income needs.
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    Address the gap between expected and target returns

    Gain a better understanding of projected return and where a prospect or client’s portfolio stands today and explore opportunities to evolve the portfolio with a wide array of asset classes.
  • Colorful mailboxes

    Help meet clients’ real life goals with models

    Explore our menu of customizable model portfolios designed to help you seek better returns throughout a spectrum of risk objectives.
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    Guide clients in the accumulation phase of their retirement journey

    Provide an easy to generate client report that visually assists with future income projections, helping clients make informed decisions about saving and investing for their future retirement income needs.
  • Senior couple kissing under umbrella

    Guide clients in the decumulation phase of retirement

    Help clients close to or in retirement make decisions on sustainable spending amounts based on their current investments. Illustrate income stream from multiple sources including portfolio income, pensions, social security, and annuity income.

Explore commonly asked questions and view the full FAQ document here.

  • Advisor Center’s suite of sophisticated, quick to use tools make it easy to analyze portfolios, identify potential areas of risk, evaluate potential tax impacts and more, helping you build and manage resilient portfolios.

    With client friendly PDF outputs at the click of a button, you can share this information with clients and prospects in person or via email, to highlight the value you bring and how working with you could change their trajectory. This can help you build the confidence your clients need to invest, and stay invested, with you.

  • Simply click on the “Sign In” button at the top right of this page. You will be prompted to complete a quick form so we can verify your registration. If you’ve visited before, simply sign in and visit your favorite Advisor Center pages. Once you register or log in, you’ll gain access to Advisor Center’s suite of tools, insights, continuing education courses, and more exclusive to financial professionals.

  • Advisor Center’s suite of portfolio tools is powered by BlackRock’s Aladdin platform, the same risk technology relied on by many of the world’s largest financial institutions. With Aladdin, you can better understand potential risk exposures with holdings based analysis in addition to traditional, backward looking performance analysis. 78% of advisors say that portfolio risk is proactively brought up by clients.1 When speaking with your clients, you can position your access to tools powered by the Aladdin platform as a differentiator to help them better understand risk.

  • Nothing! Advisor Center is a complimentary suite of tools available to financial professionals to help analyze portfolios more quickly and have better conversations with clients. Your ability to go into Advisor Center as frequently as you want makes it easy to get fast answers. If there are topics for which you need deeper analysis, you may also have access to consultations with our Portfolios Solutions team and other value add or portfolio construction resources.

  • Whether you build your own models or leverage third party portfolios, you can upload those portfolios into Advisor Center 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.

    Once uploaded, enter a name for the portfolio and use the dropdown to specify the portfolio type. See and manage all your portfolios at once in the Portfolio Library.

  • Click here

Tool tip corner: Set a benchmark
We’ve added benchmarks! If you’re comparing two or more portfolios in 360° Evaluator, you can now set one as a benchmark in your analysis.
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POWERED BY Aladdin®

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.

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