Audience

Enterprises and professionals searching for a tool to analyze client portfolios

About BlackRock 360 Evaluator

Analyze investments in a portfolio context in minutes. Import or create new portfolios, browse models, or access saved portfolios to get started. Use the 360° Evaluator to objectively analyze your portfolio across key attributes like exposure breakdowns, expenses, risk factors, and much more. Share customizable client reports to show clients the value of what you do. 360° Evaluator helps advisors ensure portfolios are designed to perform the way they’re intended and makes it easy to share essential information with clients. Drawing on data and analytics from Aladdin, 360° Evaluator empowers advisors to quickly and easily see the key attributes of a portfolio, compare it to other portfolios, and optimize for market movements and clients’ evolving needs. Communicate investment ideas to clients easily and in visually appealing ways. 360° Evaluator’s client report contains a portfolio summary that highlights portfolio holdings, analytics, insights, and more.

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Company Information

BlackRock
Founded: 1988
United States
www.blackrock.com/us/financial-professionals/tools/360-evaluator

Videos and Screen Captures

BlackRock 360 Evaluator Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
In Person
Videos
Support
Phone Support
Online

BlackRock 360 Evaluator Frequently Asked Questions

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BlackRock 360 Evaluator Product Features