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How to use our portfolio tools

Financial professionals can get questions answered and uncover best practices for using Advisor Center tools.

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 Model Evaluator, you have the ability to browse, compare, and customize model portfolios to help your clients meet their real-life goals.

BlackRock model portfolios are created with a disciplined approach and can be rebalanced in difficult markets, helping you keep client portfolios resilient over time and aligned to your clients’ risk profiles.

Use the “Find & compare models” tab, to explore model portfolios by client goals, risk tolerance, trading frequency and more.

BlackRock model portfolios are available across a range of risk profiles. To see them, expand the model row by clicking the plus sign.

To see current allocations, holdings, performance and the latest rebalance information, including trade rationales, commentaries and additional information, click here.

To quickly compare model portfolios by performance, fees of the underlying investments, and other characteristics, select up to three model portfolios and click compare.

Once you’ve reviewed selected models here, you can send them to 360° Evaluator to compare them to your prospective client’s current portfolio and view a deeper analysis with more targeted insights. Or, select How to Invest to explore which platforms our models are available on.

If you're implementing model trades on your own platform, download holdings here for easy copying and pasting.

We offer additional support for our model portfolios, including market insights from our portfolio management teams, resources to help win new clients, and additional information to streamline your model selection and management process, helping you grow your business faster.

Model Evaluator makes it easier to find a model portfolio to help meet your clients' long-term goals and keep them updated along the way.

With Model Evaluator, you have the ability to browse, compare, and customize model portfolios to help your clients meet their real-life goals.

BlackRock model portfolios are created with a disciplined approach and can be rebalanced in difficult markets, helping you keep client portfolios resilient over time and aligned to your clients’ risk profiles.

Use the “Find & compare models” tab, to explore model portfolios by client goals, risk tolerance, trading frequency and more.

BlackRock model portfolios are available across a range of risk profiles. To see them, expand the model row by clicking the plus sign.

To see current allocations, holdings, performance and the latest rebalance information, including trade rationales, commentaries and additional information, click here.

To quickly compare model portfolios by performance, fees of the underlying investments, and other characteristics, select up to three model portfolios and click compare.

Once you’ve reviewed selected models here, you can send them to 360° Evaluator to compare them to your prospective client’s current portfolio and view a deeper analysis with more targeted insights. Or, select How to Invest to explore which platforms our models are available on.

If you're implementing model trades on your own platform, download holdings here for easy copying and pasting.

We offer additional support for our model portfolios, including market insights from our portfolio management teams, resources to help win new clients, and additional information to streamline your model selection and management process, helping you grow your business faster.

Model Evaluator makes it easier to find a model portfolio to help meet your clients' long-term goals and keep them updated along the way.

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    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.
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    Discover additional assets

    Build a holistic analysis of a prospect or existing client’s total portfolio and discover additional client assets for management.
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    Assess portfolio health

    Screen holdings against nine different areas of focus to see how many funds fall into each "health status" category. Gain insights into why certain funds may require your attention.
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    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.
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    Defend existing business

    Quickly leverage powerful risk analytics, stress testing capabilities, and clear visuals to articulate your value to existing clients.
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    Assess future market movements

    Stress test client portfolios against 30+ possible market events to help ease potential concerns about markets and the future.
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    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.
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    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.
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    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.
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    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: Investment Quality tool

Upload up to 50 portfolios or a list of 300 holdings to identify the health of individual mutual funds and ETFs across your book. Quickly and easily review funds that may require your attention, identify focus areas for potential improvements and proactively monitor portfolios over time.
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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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