BlackRock Advisor Toolkit
Review portfolios, check fund health, and project wealth for financial advisory clients.
by BlackRock Advisor Center
What it does
This gives financial advisors access to BlackRock's portfolio review and benchmarking tools through Claude. It helps with tasks like comparing investment options and building wealth projections for clients.
Who it’s for
A good fit for bookkeepers, finance teams and business owners and investors and people researching markets.
Do you need to code?
No. You can use this without writing or editing any code.
How to install
Install it as a plugin. Plugins are installed from a plugin marketplace inside Claude, so there is no file to download. See the step-by-step guide.
Safety note
Needs a BlackRock Advisor Center account. Gives financial info - not professional advice.
As with any add-on, only install skills from sources you trust, and read what it does first.
License
No license file found, so the reuse terms are unclear. Check the source before sharing or selling anything built with it.