Zacks Advisor Tools allows full integration of my client portfolios on their platform, as well as me being monitor, build, and evaluate portfolios. The platform gives me superb insight into individual equities as well as providing regular updates on the economy, markets, and political developments. To be able to get this at a reasonable cost makes my business model work instead of having to outsource to third party managers.
The financial planning tools while simplistic are also highly valued. Review collected by and hosted on G2.com.
There was a learning curve for me because of the comprehensive suite of products and services. It has taken the better part of a year to become comfortable with it. The offset here is Zacks bends over backwards to ensure adequate product training for their customers - something I greatly value. Review collected by and hosted on G2.com.
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Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.
