Build, analyze, and compare portfolios for advisors
Description Analyze client portfolios, understand risk, stress test market scenarios, and compare investment alternatives. BlackRock Advisor Center brings Advisor Center 360° insights and analytics into your AI, so financial advisors can review a portfolio, see what drives risk, evaluate concentration and cost, and explore changes across ETFs, mutual funds, individual bonds, SMAs, model portfolios, and alternatives. More
MCP connector Server URL https://ac360-mcp.blackrock.com/mcpCopy Login OAuth Tools Reads data18 analyze_ analyze_ analyze_ analyze_ analyze_ analyze_ analyze_ compare_ get_ get_ get_ get_ list_ list_ list_ search_ search_ show_
Changes data11 acknowledge_ build_ clone_ clone_ create_ create_ project_ simulate_ update_ update_ update_
Skills 6 in the Claude listing
Ac360 capability router Routes Advisor Center workflow requests that belong in the web experience or cannot be completed by another loaded skill or direct tool. Guided benchmark selection Helps choose or confirm a benchmark subject for portfolio comparison. Guided portfolio builder Builds, imports, modifies or clones portfolios after the advisor confirms the holdings and write action. Portfolio observations and opportunities Reviews returned portfolio opportunity checks, fund-health details, Funds to Explore, and approved follow-up links. Portfolio review Reviews a saved portfolio, household or model with Advisor Center analytics in three sections rendered inline in the chat — portfolio snapshot, stress scenarios, then opportunities, fund health and Fu Wealth projections Explains modeled performance, projected wealth, methodology, advisory-fee treatment, and unsupported performance or projection requests. 
PitchBook Premium#72