To build successful firms, advisors need to attract and retain clients by demonstrating and delivering value. With powerful capabilities from BlackRock, advisors can analyze portfolios, prospect new clients, and host repeatable planning conversations.
Conveniently integrated into the Envestnet desktop, BlackRock Advisor Center can help you streamline your workflow, gain insights to customize portfolios, and create client proposals with its integrated set of capabilities:
- Analyze portfolios objectively across key attributes, including performance, risk, and cost.
- Stress test by quickly analyzing the sensitivity of portfolios to changes in the market.
- Evaluate taxes by analyzing the impact of capital gains across all client portfolios.
- Communicate with clients via reports that contain highlights of portfolio holdings, analytics, insights, and more.
As one user stated, “With Advisor Center, we’re having more productive client meetings about investment decisions. From uploading a portfolio to analyzing it and presenting it to a prospect or client, Advisor Center makes our job easier and our conversations more meaningful.”
To learn how you can increase clients’ confidence in their plans to achieve their financial goals with BlackRock Advisor Center, read the full case study. For a look at all of our case studies, click here.
Reach out to our team anytime — we’re happy to help you achieve your goals!