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 is an all-in-one, cloud-based investment research and portfolio management platform specifically designed for financial advisors (RIAs). The software's greatest strength lies in its proprietary quantitative research, headlined by the highly effective Zacks Rank, which is seamlessly integrated across the platform for stock, ETF, and mutual fund selection. It significantly boosts operational efficiency by using Custodial Integration to sync client data daily into the Portfolio Monitor, enabling advisors to quickly identify and replace underperforming assets. Powerful features like the Pro Backtester and Zacks Screener provide institutional-grade modeling tools that help advisors develop and validate custom strategies. It is best suited for performance-driven advisors who want an affordable, data-rich solution to conduct in-house investment research and portfolio analysis.
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
Features
Key features
- Zacks Rank
- A proprietary, predictive quantitative stock-rating system that classifies securities from #1 (Strong Buy) to #5 (Strong Sell). It forecasts future price performance based on earnings estimate revisions.
- Portfolio Monitor
- A central dashboard that integrates client holdings (via custodial feeds) to quickly audit performance and flag underperforming assets (e.g., Zacks #5 Rank holdings) for replacement.
- Pro Backtester (Screener & Backtester)
- An institutional-grade tool allowing users to create custom stock/ETF screens using over 1,000 metrics and evaluate the strategy's historical performance using up to 20 years of data.
- Custodial Integration
- Automatically synchronizes client stock, ETF, and fund holdings data from the advisor's custodian (brokerage) into the Advisor Tools platform for daily, up-to-date analysis.
- Model Portfolios (Equity & ETF)
- Pre-built, actively managed portfolios (like the Earnings Certain Portfolio family) designed by Zacks to simplify asset allocation and provide a path for consistent, market-outperforming returns.
Additional features
- Zacks Rank & Scorecard
- A proprietary quantitative model for predictive ratings of Stocks, Mutual Funds, and ETFs (Strong Buy to Strong Sell).
- Portfolio Monitor
- A dashboard to oversee all client accounts, identify low performers, and manage holdings.
- Pro Backtester
- Allows custom screening and strategy validation using up to 20 years of historical data.
- Custodial Integration
- Daily synchronization of client holding data from major custodians for real-time portfolio management.
- Equity & ETF Model Portfolios
- A suite of pre-built, ranked investment strategies for easy client implementation.
- Portfolio Reporting Tools
- Tools to create polished, professional proposals, performance reports, and client-facing reports.
- Zacks Retirement Planners
- Collaborative financial planning tools to create and track effective retirement plans with clients.
- Excel Link (Add-on)
- An add-in that allows users to link directly to Zacks data, rankings, fundamentals, and pre-built templates within Microsoft Excel.
- Zacks Screener
- A powerful tool to filter over 8,000 stocks using Zacks' strategies and custom metrics to find the strongest picks.
- Earnings Trends Reports
- Weekly analysis of sector and industry earnings written by Zacks' Director of Research.
- Zacks Sector and Sub-Industry Rank
- A tool to identify the strongest-performing stocks within the best-performing industry groups.
- Quote Monitor
- Provides an easy-to-read display of real-time data, news, and key indicators for stocks, ETFs, and mutual funds.
- Analyst Research Reports
- Analyst-written qualitative research for over 1,100 major U.S. companies and ADRs.
- Fundamental, Technical, & Performance Charts
- Visualization tools for in-depth analysis of securities and market trends.
- Market Strategy Reports
- A wide range of weekly, monthly, and quarterly reports covering economic outlooks, market analysis, and global macro consensus.
Pricing
Countries & Languages
Available in
Interface languages
Billing currencies
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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
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
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.comContact
888-691-0681Zacks Advisor Tools's Alternatives
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