Zacks Advisor Tools Reviews & Product Details

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.

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 easily integrated with my custodian. The customer support is also excellent, making my experience even better. Review collected by and hosted on G2.com.

There is no fixed income analysis. But everything else is great! Review collected by and hosted on G2.com.

I am a new subscriber and so far so good. Support and onboard team is very helpful. Easy to set up integration. Review collected by and hosted on G2.com.

The good is the bad. There is so much data, and tools you need to spend the time to learn it. Review collected by and hosted on G2.com.

Zacks provides you with the high level of service you expect & deserve. Review collected by and hosted on G2.com.

The same downfalls of all products of this type. Garbage in = garbage out! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

The inability to link it directly to our broker/dealer, but this is probably not Zack's fault. Review collected by and hosted on G2.com.

A broad range of equity coverage, and a number of add-ins so you can pay for what you'll actually use. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I am able to keep lists of funds and securities for portfolio building. Review collected by and hosted on G2.com.

It would be nice to be able to keep lists of funds, ETFs or equities together. Review collected by and hosted on G2.com.