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Product Description
About this Product
No-cost whole portfolio analysis, portfolio comparison, and client proposal tools powered by Aladdin® to help you scale and grow your practice:
- Analyze portfolios with BlackRock’s Aladdin® technology
- Compare portfolios side-by-side to show your value
- Prep for client meetings with customizable reports
About BlackRock
BlackRock is an asset manager and one of the world’s leading providers of investment, advisory, and risk management solutions. We are committed to understanding the needs and goals of our clients and designing solutions to help meet those needs. Our Aladdin® technology seeks to identify risks and opportunities to help achieve better outcomes for your clients. BlackRock's Aladdin® platform is a financial technology platform designed for institutional use only and is not intended for end investor use.
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0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.