Free Investment Tools and Calculators for Advisors | BlackRock
Tools to help financial professionals build, customize and manage client portfolios. Compare portfolios and funds, or stress test and analyze your portfolios across many angles – performance, cost, risk and more. Show clients and prospects the value of what you do.
10 Best Tools for Financial Advisors - Investopedia
Jul 16, 2024 · From retirement planning calculators and portfolio management platforms to social media marketing tools and virtual meeting products, these tools cover many of the functions essential for...
Top 5 Financial Planning Software Tools Used by Financial Advisors
Jul 16, 2024 · Financial advisors rely on a suite of software to manage and analyze client relationships, portfolios, trades, and investment data. Financial planning software enables advisors to present...
9 Best Portfolio Management Software for Advisors
In this guide, I rank and review the 9 best portfolio management software for advisors and wealth managers, as well as our top 3 picks, so you can choose the best one for you. Our Top 3 Picks Best for Advanced Tools
The Best Portfolio Analysis Tools, Analyzers and Visualizers
Sep 24, 2024 · The best tool for portfolio analysis depends on your needs and the metrics you want to use for analyzing your portfolio. It also depends on your investing skill level and how hands-on or hands-off you want. Some of the top portfolio analysis tools are: Empower; Vyzer; Morningstar Portfolio Manager Instant X-Ray; Stock Rover; Kubera; Quicken ...
Portfolio Analysis | J.P. Morgan Asset Management
3 days ago · Accomodate how you like to assess risks and returns. Be equipped with new investment ideas to share with clients. Reinforce your value as a portfolio builder. Run multiple portfolios at a time through our online analytics to instantly stress test and compare performance under different equity markets, rate environments and future scenarios.
10 Must-Have Tools for Financial Advisors in 2024 - AdvisorHub
Oct 28, 2024 · Below, we’ll outline ten must-have tools for financial advisors. CRM software helps you store and review your client data from one place. As a result, it serves as the cornerstone of your...
Vanguard Portfolio Analytics
Optimize your clients' portfolios and demonstrate your value with the Portfolio Analytics Tool. Consult with Vanguard Portfolio Strategies for a personalized analysis of client portfolios. Monthly insights to help you address evolving issues that may affect your clients’ portfolios.
Advisor Workstation | Financial Advisor Tool - Morningstar
Empower your advisors to visualize trade-offs with portfolio comparison tools and analytics. Advisors can compare portfolios across risk, performance, and exposure dimensions, making it...
Portfolio Designer - Modern portfolio analytics and tools for financial ...
Portfolio designer allows financial advisors to backtest portfolios, analyze portfolio risk on a look-through basis, and create highly customized portfolios in a goals-based framework.