BlackRock Advisor Center

Description

Analyze client portfolios, understand risk, stress test market scenarios, and compare investment alternatives. BlackRock Advisor Center brings Advisor Center 360° insights and analytics into Claude, so financial advisors can review a portfolio, see what drives risk, evaluate concentration and cost, and explore changes across ETFs, mutual funds, individual bonds, SMAs, model portfolios, and alternatives.

What you can do:

• Analyze a portfolio across asset allocation, exposures, expenses, risk factors, and concentration

• Understand what drives risk across holdings, asset classes, sectors, and factors

• Stress test historical or hypothetical scenarios and see which positions drive the outcome

• Identify triggers such as excess cash, concentrated stock, fund concentration, or unintended exposures

• Compare investment alternatives, including ETFs, mutual funds, individual bonds, SMAs, model portfolios, and alternatives, and evaluate potential changes

• Browse model portfolios and construct proposed allocations.

Try prompts like:

• "Review this client portfolio and tell me what stands out"

• "What's driving the risk in this portfolio, and which holdings contribute most?"

• "Is this portfolio too concentrated in any single stock or sector?"

• "Stress test this portfolio against a 20% market drop"

• "How would this portfolio hold up in a recession or if rates rise?"

• "Is this portfolio holding too much cash, and what if I put it to work?"

• "Show me the impact on risk and cost if I replace this fund"

• "Compare this client portfolio against this model portfolio"

• "Find a model portfolio for a moderate-risk income client"

• "Show me ETFs, mutual funds, individual bonds, SMAs, model portfolios, or alternatives I could evaluate for this portfolio"

All analysis is advisor driven. You bring the questions and client context, and the connector provides objective portfolio insights and analytics. It does not provide investment advice, recommend or place trades.