blackrock-advisor-center.update_advisory_fee critical conf mediumhuman approval
Changes the advisory fee applied to a client portfolio, directly altering the compensation the advisor earns and the fee revenue the firm recognizes on that relationship.
blackrock-advisor-center.list_household_portfolios high conf mediumhuman approval
Enumerates every household portfolio the advisor can reach, exposing the client roster and their account holdings in a single call — bulk client-data extraction by one principal.
blackrock-advisor-center.update_household_portfolio high conf mediumOBO
Rewrites the holdings or structure of a client household's portfolio record, changing the financial picture every downstream analysis and client report is built from.
blackrock-advisor-center.update_portfolio high conf mediumOBO
Overwrites an existing portfolio's holdings and weights, changing the financial record that comparisons, risk output and client-facing material are generated from.
blackrock-advisor-center.acknowledge_terms medium conf lowaudit
Records acceptance of BlackRock's usage terms on the advisor's behalf, binding the firm to conditions no human reviewed at the moment of agreement.
blackrock-advisor-center.analyze_opportunities low conf lowallow
Surfaces suggested product or allocation changes for a portfolio, output that shapes what an advisor recommends to a client.
All other tools (18)
blackrock-advisor-center.analyze_esg low conf mediumallow
Reports sustainability and ESG characteristics for a portfolio's holdings; misstated output can support an unsupported sustainability claim to a client.
blackrock-advisor-center.analyze_fund_health low conf mediumallow
Assesses a fund's standing on cost, performance and flows, read-only input to keep-or-replace decisions.
blackrock-advisor-center.analyze_portfolio low conf mediumallow
Runs BlackRock's analytics over a portfolio's holdings and returns allocation and exposure output the advisor may act on.
blackrock-advisor-center.analyze_risk low conf mediumallow
Computes risk statistics for a portfolio, producing numbers that can end up in client-facing suitability discussions.
blackrock-advisor-center.analyze_scenarios low conf mediumallow
Runs stress and market-scenario analysis against a portfolio, a read-only computation over existing holdings.
blackrock-advisor-center.clone_household_portfolio medium conf mediumaudit
Duplicates a client household's holdings into a second portfolio record, multiplying copies of that household's financial data across the workspace.
blackrock-advisor-center.clone_portfolio medium conf mediumaudit
Copies an existing portfolio into a new record, spreading stale holdings data if the source is later revised.
blackrock-advisor-center.compare_performance low conf mediumallow
Compares historical performance across portfolios or benchmarks, a read of published and stored return data.
blackrock-advisor-center.create_household_portfolio medium conf mediumaudit
Creates a new household portfolio record holding a client's account and position data inside Advisor Center.
blackrock-advisor-center.create_portfolio medium conf mediumaudit
Creates a new portfolio of securities and weights that the advisor can analyze, compare and present to clients.
blackrock-advisor-center.get_model low conf mediumallow
Retrieves the composition of a published BlackRock model portfolio used as an allocation template.
blackrock-advisor-center.get_portfolio medium conf mediumaudit
Returns a portfolio's full holdings and weights, putting an advised account's composition into the agent's context.
blackrock-advisor-center.list_models low conf mediumallow
Lists the BlackRock model portfolios available to the advisor, a read of published allocation templates.
blackrock-advisor-center.list_portfolios medium conf mediumaudit
Lists every portfolio saved in the advisor's workspace, giving one call a directory of the book of business.
blackrock-advisor-center.project_wealth medium conf mediumaudit
Projects a client household's future wealth from its holdings and contributions, surfacing the household's financial position and feeding numbers an advisor may present as advice.
blackrock-advisor-center.search_products low conf mediumallow
Searches BlackRock's fund and ETF catalog, returning published product data with no client information involved.
blackrock-advisor-center.search_securities low conf mediumallow
Looks up securities by identifier or name against public market reference data.
blackrock-advisor-center.simulate_performance low conf mediumallow
Backtests a hypothetical portfolio's performance, producing illustrative results that carry regulatory presentation constraints if shown to clients.