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Software Status:Active

About Zacks Advisor Tools

Zacks Advisor Tools is a financial advisory software/platform from Zacks Investment Research that supports investment decision-making. It combines award-winning investment research, client report generation, and performance tracking so advisors can provide better outcomes for their clients. This platform uses over 30 years of market use to deliver actionable insights, allowing advisors to effectively communicate investment strategies and track performance. Key capabilities: investment research client report generation performance tracking portfolio analysis market insights Best for: financial advisors that need to improve client relationships through informed investment strategies.

Zacks Advisor Tools Details

Vendor
Zacks Investment Research
Year Launched
1989
Location
101 N. Wacker Drive, Suite 1500 Chicago, IL 60606
Deployment
cloud
Training Options
videos
Countries Served
United States, North America
Languages
English
Users
Equity Analysts, Financial Advisors, Risk Managers, Accountants, Investment Managers, Portfolio Managers
Industries Served
Finance
Tags
Financial Research, Investment Research, Zacks Rank, RIA, Portfolio Management, Stock Screening, Backtesting, Model Portfolios.

Zacks Advisor Tools's In-App Market Place

Does Zacks Advisor Tools have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£)

Pros & Cons

  • Combines screening, charting, analysis, and reporting in a single interface
  • High Operational Efficiency
  • Zacks Rank is highly effective and predictive
  • Requires deeper or more flexible financial statement data for comprehensive analysis
  • Core research is concentrated on North American-listed securities
  • No transparent pricing structure online

Zacks Advisor Tools's Support Options

Email Address

info@zackspro.com

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