--- title: Zacks Advisor Tools Reviews meta_title: 'Zacks Advisor Tools Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Zacks Advisor Tools works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 8 scale: '5' date_modified: '2026-06-30' parent_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # Zacks Advisor Tools Reviews **Vendor:** Zacks Professional Services **Category:** [Financial Research Software](https://www.g2.com/categories/financial-research) **Average Rating:** 4.7/5.0 **Total Reviews:** 8 ## About Zacks Advisor Tools 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 ## Zacks Advisor Tools Pros & Cons **What users like:** - Users appreciate the **user-friendly design** of Zacks Advisor Tools, enhancing efficiency in stock research and portfolio management. (4 reviews) - Users praise the **excellent customer support** from Zacks Advisor Tools, enhancing their overall experience and satisfaction. (3 reviews) - Users appreciate the **easy integrations** of Zacks Advisor Tools, enhancing their portfolio management efficiency and security. (3 reviews) - Users value the **intuitive insights** and **timesaving features** of Zacks Advisor Tools, enhancing portfolio management efficiently. (2 reviews) - Users find Zacks Advisor Tools to be an **incredible timesaver** with superb insights and flexible pricing options. (2 reviews) - Users find the **intuitive scoring system** of Zacks Advisor Tools simple and effective for stock research. (1 reviews) - Users value the **broad range of equity coverage** offered by Zacks Advisor Tools, complemented by customizable add-ins. (1 reviews) - Daily Usage (1 reviews) - Ease of Access (1 reviews) - Ease of Use (1 reviews) **What users dislike:** - Users find the **complexity of the tools** daunting and require significant time investment to fully learn the platform. (2 reviews) - Users note the **insufficient financial data** in Zacks Advisor Tools, particularly for fixed income analysis and research. (2 reviews) - Users find the **information overload** daunting, requiring significant time to learn and utilize Zacks Advisor Tools effectively. (1 reviews) - Users find the **limited data** for portfolio analysis and research insufficient compared to other platforms. (1 reviews) ## Zacks Advisor Tools Reviews ### 1. Very powerful **Rating:** 5.0/5.0 stars **Reviewed by:** Emily M. | Faculty, College of Business, Small-Business (50 or fewer emp.) **Reviewed Date:** June 23, 2025 **What do you like best about Zacks Advisor Tools?** I think that I use about 30% of the available horsepower in the Advisor Tools that I subscribe to, as it takes some time to learn and incorporate into your practice. But, once you do it is an incredible timesaver, and more intuitive than a lot of other software available for analyzing securities. The pricing is great, and I really appreciate being able to structure my subscription based on what applies to the work I am doing. **What do you dislike about Zacks Advisor Tools?** While it's easy to get started with all of the tools, the biggest downside is just that I don't have time to learn all that is available on the platform, and it's worth investing. **What problems is Zacks Advisor Tools solving and how is that benefiting you?** I am able to see performance data for all of my client holdings at the same time in a dashboard setting, which is something that isn't available in any other software that I use. It has helped me so much in consolidating and reorganizing my book of business into models. Where in other software I can only see bulk listings of one security or one account at a time, I can see trends and consider alternative holdings much more easily. ### 2. Comprehensive Research Package **Rating:** 5.0/5.0 stars **Reviewed by:** James C. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2025 **What do you like best about Zacks Advisor Tools?** 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. **What do you dislike about Zacks Advisor Tools?** 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. **What problems is Zacks Advisor Tools solving and how is that benefiting you?** Zacks Advisor Tools allows me to keep portfolio management inhouse which greatly aids my firm's profitability. ### 3. If you're not using Zacks, you should! **Rating:** 5.0/5.0 stars **Reviewed by:** Sterling C. | Private Wealth Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Zacks Advisor Tools?** I use Advisor Tools almost every business day. It is incredibly user-friendly and intuitive, which saves me a lot of time on research. The ability to import client accounts easily allows for ongoing portfolio analysis, and I feel confident knowing my clients' private information is secure. It was easy to implement with my RIA firm and easly integrated with my custodian. The customer support is also excellent, making my experience even better. **What do you dislike about Zacks Advisor Tools?** There is no fixed income analysis. But everything else is great! **What problems is Zacks Advisor Tools solving and how is that benefiting you?** Advisor tools saves me a lot of time on investment research. The portfolio analysis tool and reporting is also very helpful in comparing portfolios and winning new business. ### 4. Great Support! **Rating:** 3.5/5.0 stars **Reviewed by:** Shane S. | President and Speaker, Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2025 **What do you like best about Zacks Advisor Tools?** I am a new subscriber and so far so good. Support and onboard team is very helpful. Easy to set up integration. **What do you dislike about Zacks Advisor Tools?** The good is the bad. There is so much data, and tools you need to spend the time to learn it. **What problems is Zacks Advisor Tools solving and how is that benefiting you?** Watchful eye building and monitoring portfolios. ### 5. Great Service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2025 **What do you like best about Zacks Advisor Tools?** Zacks provides you with the high level of service you expect & deserve. **What do you dislike about Zacks Advisor Tools?** The same downfalls of all products of this type. Garbage in = garbage out! **What problems is Zacks Advisor Tools solving and how is that benefiting you?** Helps us utilize and screen fundamental data on thousands of investments in a disciplined and repeatable way. ### 6. Zack's Advisor Tools is the BEST **Rating:** 5.0/5.0 stars **Reviewed by:** Anthony M C. | SVP/Director of Income Planning, Small-Business (50 or fewer emp.) **Reviewed Date:** January 17, 2025 **What do you like best about Zacks Advisor Tools?** The stop light and 5 point scoring system is simple, intelligent, easy to understand and spot on!!! We use it as a part of our stock research for all client trades. **What do you dislike about Zacks Advisor Tools?** The inability to link it directly to our broker/dealer, but this is probably not Zack's fault. **What problems is Zacks Advisor Tools solving and how is that benefiting you?** What trades to consider and place. ### 7. Great Platform for Quantitative Equity Research, Data and Analysis **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Zacks Advisor Tools?** A broad range of equity coverage, and a number of add-ins so you can pay for what you'll actually use. **What do you dislike about Zacks Advisor Tools?** While the tool is held out as having some auxiliary features for things like portfolio analysis, planning, and client reports/analysis, these aspects are very limited, and unlikely to replace or supplement anything currently used. Research on ETFs and mutual funds is also limited, making other platforms more suitable for that purpose. **What problems is Zacks Advisor Tools solving and how is that benefiting you?** They've slowly built out more functionality and additional add-ins, which is nice. ### 8. Very helpful tool for security selection **Rating:** 4.5/5.0 stars **Reviewed by:** Angela C. | Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2024 **What do you like best about Zacks Advisor Tools?** I am able to keep lists of funds and securities for portoflio building. **What do you dislike about Zacks Advisor Tools?** It would be nice to be able to keep lists of funds, ETFs or equities together. **What problems is Zacks Advisor Tools solving and how is that benefiting you?** Zacks helps me in portoflio contruction and monitoring. - [View Zacks Advisor Tools pricing details and edition comparison](https://www.g2.com/products/zacks-advisor-tools/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-02+08%3A33%3A50+-0500&secure%5Bsession_id%5D=3d6facd4-a08b-4180-ac80-522fb4e92af7&secure%5Btoken%5D=df750103e17e4c3f7d48740b688e49da1bcdac414286d2b338910556b163f3d4&format=llm_user) ## Zacks Advisor Tools Features **Financial Information** - Data Visualization **Analysis** - Financial Analysis - Charting - Risk Analysis **Market News** - Alerts and Monitoring - Market Information - Market News **Platform Basics** - Interoperability **Agentic AI - Financial Research** - Multi-step Planning ## Top Zacks Advisor Tools Alternatives - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) - 4.1/5.0 (422 reviews) - [Crunchbase](https://www.g2.com/products/crunchbase/reviews) - 4.4/5.0 (402 reviews) - [AlphaSense](https://www.g2.com/products/alphasense/reviews) - 4.6/5.0 (317 reviews)