Helps financial advisors review portfolios, check fund health, pick benchmarks and build portfolios with BlackRock Advisor Center 360°.
by blackrock· FinanceUnclaimed · Yours? Claim it
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About
BlackRock's own plugin for financial advisors who use Advisor Center 360°, BlackRock's Aladdin-powered portfolio analysis platform. It connects BlackRock's Advisor Center MCP server, and its skills teach your agent how to work with it: which tools to call and in what order, how to lay out the returned data, and when to send you to the Advisor Center website instead. What its skills cover - Portfolio review: a first pass over a saved portfolio, household or model, with a snapshot, stress scenarios, opportunities, fund health and Funds to Explore - Portfolio observations and opportunities: why a fund is flagged, fund-health detail and Funds to Explore - Guided benchmark selection across BlackRock models, indices and your saved portfolios - Guided portfolio building: create, import, clone or vary a portfolio from tickers and weights, a statement or a model, once you confirm the holdings and the save - Wealth projections: modeled performance, projected wealth, methodology and advisory-fee treatment - A capability router that points you to the right Advisor Center 360° web workflow for what the chat can't do, such as the tax evaluator, income projections, importing your book of business or servicing SMAs How to install it It's in Anthropic's Claude plugin marketplaces as blackrock-advisor-center-plugin. The plugin adds BlackRock's Advisor Center MCP server (https://ac360-mcp.blackrock.com/mcp), and you need an Advisor Center 360° account. BlackRock offers Advisor Center 360° free to verified financial professionals. Good to know - It's built for financial advisors. Its answers are advisor-facing working material, not client-ready copy. - BlackRock notes that the output is not a BlackRock-authored conclusion: Advisor Center 360° provides the data and analytics, the agent organizes them, and the advisor decides what, if anything, to do next. Review generated output before you use it. - Modeled performance is not a client's realized track record, and wealth projections are modeled outcomes based on assumptions, not guarantees. - Creating or cloning a portfolio saves real data in Advisor Center, so the skills ask you to confirm first.
Once it’s added
“Review my client's saved portfolio before our meeting.”
Before you add it
Reads only
Saved portfolios, households and models in Advisor Center 360° · Portfolio analytics, stress scenarios and fund health · Modeled performance and wealth projections
Makes changes · your agent can ask first
Creates, imports and clones portfolios in Advisor Center, after you confirm
From people who use it
Step by step
Plugins people install alongside BlackRock Advisor Center.
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Write a reviewRuns on your machine.
Runs on your machine.
/plugin marketplace add anthropics/knowledge-work-plugins /plugin install blackrock-advisor-center-plugin@knowledge-work-plugins
Scanned and passed · checked 6 h ago
“Why is this fund flagged? Show its fund health and Funds to Explore.”
“What benchmark fits this portfolio?”
“Build a portfolio from these tickers and weights.”
“Project wealth for this portfolio and tell me whether advisory fees are included.”
“Run a tax analysis on this account.”
Nothing new reaches your agent until a person has looked at it.
Scanned on every change, and again when our rules improve.
Claude CodeSupported
OpenClawSupportedTell us and a person on the trust team will look at it. Or email [email protected].
Nobody has shared how they use BlackRock Advisor Center yet.
Security scan
Passed
Safe to install in every agent it supports. Claude plugins.
Plugins people install alongside BlackRock Advisor Center.
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