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Zacks Advisor Tools

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(8)4.7/5

Zacks Advisor Tools is financial research software that helps financial advisors and their clients achieve success with in-depth market and economic reports and independent, quantitative stock, mutual fund, and ETF research. Advisor Tools gives advisors the power to make informed investment decisions with features like: • Zacks Research and reports to help advisors enhance portfolio performance. • Portfolio monitor to help advisors maintain top performance on all client accounts. • Custodial integration to sync data into one place and access up-to-date information. • Portfolio reporting tools to create professional proposals and reports for prospects and clients. • Equity model portfolios designed for outperformance in all markets. • ETF model portfolios to simplify asset allocation for clients at all risk levels. Additional features allow financial advisors to automate routine tasks while customizing strategies that help clients reach their financial goals. • Zacks Retirement Planners to collaborate with clients and prospects on effective retirement plans. • Excel Link to add efficiency to spreadsheets by linking directly to Zacks rankings, fundamentals, and other data. • Pro Backtester to create custom screens and trading strategies and backtest to see your probability of success. Learn more: https://www.zackspro.com

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### 87.0

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