Advisors can generate customizable client reports and visuals to streamline pre-meeting preparation and communicate recommendations clearly to clients or prospects. Sample portfolios are provided for testing before uploading client data.
The service is integrated with BlackRock’s Aladdin analytics, and includes help resources, FAQs and how‑to guides to support adoption. Important legal and risk disclaimers are provided on the site; users should review those materials before relying on outputs for advice.
You can learn more about pricing for BlackRock 360° Evaluator at its pricing page.
BlackRock 360° Evaluator can be categorized under Growth Tools tools.
Not all similar tools offer the same features. Most include a free plan or trial, so you should be able to give them a try. You can browse some of the alternatives to BlackRock 360° Evaluator listed in the directory.
Some tools might also offer discounts or offers, especially for newer members. Most of these offers traditionally come as part of affiliate programs or promotions, but often you can reach out to companies and check whether they can give you special pricing.
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