BlackRock’s Advisor Center (powered by Aladdin®) is a suite of tools designed to help financial advisors and asset managers grow their practices and better service their clients. It equips advisors with market insights, portfolio analysis tools, and other resources to improve education surrounding market dynamics and portfolio allocations for clients. Integrating Advisor Center with SMArtX creates a more comprehensive experience for advisors and enables them to better analyze portfolios from a performance, risk, and cost perspective.
SMArtX x BlackRock’s Advisor Center
SMArtX allows for a deeper analysis of portfolios within the Advisor Center platform. BlackRock’s Advisor Center lets advisors evaluate portfolios, analyze funds, clearly identify potential areas of risk, and assess the tax implications of trades. With SMArtX’s client-friendly dashboard, advisors gain even greater transparency and insights from client portfolios to better support their financial goals.
With SMArtX integration, you can see capital gains estimates and identify potential tax loss harvest opportunities across more than 7,000 funds, facilitating strategic portfolio decisions and minimizing tax impacts for clients. You’ll be able to make proactive portfolio decisions that improve after-tax outcomes.
Asset managers who leverage SMArtX integrations also gain access to the SMArtX network for insights to drive model adoption. This is a win for advisors looking for stronger management tools as well as for managers wanting broader asset distribution.
Improve Portfolio Analysis With SMArtX
SMArtX is committed to continuously enhancing our platform tools to improve portfolio transparency, client engagement, and investment decision making for advisors. By integrating SMArtX with BlackRock’s Advisor Center, you expand the latter’s reporting and portfolio analysis capabilities to grow your firm even more sustainably. SMArtX also scales with your practice over time, giving you access to a unified platform that will follow you to new heights.
Explore how SMArtX integration with BlackRock’s Advisor Center can enhance your wealth management decision making. Request a demo today to learn more.
