BlackRock is trusted to manage more money than any other investment firm. Their business is investing on behalf of our clients — from large institutions to parents and grandparents, teachers, nurses, doctors and people from all walks of life who entrust their savings to them.
iRetire® from BlackRock is a retirement income planning technology offered exclusively for Financial Professionals, for use alongside clients. iRetire offers you a repeatable and engaging process to help your clients achieve their income goals in retirement.
BlackRock’s Tax Evaluator makes it easier to identify tax-loss harvesting opportunities and estimated capital gain distributions in your clients’ portfolios, so you can help them keep more of what they earn.
BlackRock integrates with Orion by providing their strategies as part of Orion’s Eclipse Communities platform.
Orion provides easy access into the Tax Evaluator and iRetire platforms via a single sign-on from the main Orion Connect dashboard or from the context of an account in the New Account Center or Portfolio Audit. Once launched into iRetire, you can create a retirement income analysis, review how inputs can impact an income gap, and discuss how different models affect the risk, allocation and outcome of the goal. The plan can then be downloaded or have the chosen model immediately assigned to the account back in Orion. The tool helps combine the power of BlackRock models and the iRetire planning and analytics with the Orion portfolio data and client engagement tools.