Stress tests and risk readouts from Advisor Center 360°.

It is built for preparing for a client meeting: risk, concentrations, costs, cash and what a market shock would do, for the portfolios your Advisor Center permissions cover. BlackRock supplies the figures from Advisor Center 360°, and Claude writes them up.

What it is

BlackRock's connector between Claude and Advisor Center 360°, the portfolio analytics service it runs for financial professionals. It supplies the data and analytics; Claude writes the answer. It does not give investment advice or recommendations, and it cannot place trades or change client accounts.

What you get

A plain-language readout of a client portfolio
How much risk a portfolio carries and where it comes from
How a portfolio would behave in market shocks
A health check on the funds in a portfolio
Portfolios, models or scenarios side by side
Model portfolios to browse for a client
Hypothetical changes tried out, and your own portfolios saved in Advisor Center 360°

Requirements

Verified financial professionals only, with an active BlackRock Advisor Center account.
You sign in through BlackRock's login (OAuth 2.1), and you see only the portfolios and analytics your Advisor Center permissions already allow.
Adding it means accepting a short addendum to the Advisor Center Terms of Use.
BlackRock says data reached through the connector is not used to train or fine-tune AI models.
BlackRock asks you to review the results before using them with clients.

Setup effort

Paste a URL, then authorize — add the endpoint to your client, then approve the OAuth consent screen