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Zacks Professional Services

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8 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.7
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Zacks Professional Services Reviews

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Emily M.
EM
Emily M.
Consultant for Families Looking to Optimize their Finances Using The Wealth Engine™ | Finance and Business Professor
06/23/2025
Validated Reviewer
Verified Current User
Review source: Organic

Very powerful

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.
Verified User in Financial Services
AF
Verified User in Financial Services
06/11/2025
Validated Reviewer
Review source: Organic

Great Service

Zacks provides you with the high level of service you expect & deserve.
Anthony M C.
AC
Anthony M C.
I help clients get their Financial House in perfect order so they never have to worry about income and can live a life of work optional status. 💵💵 CERTIFIED FINANCIAL PLANNER™️/Former College BBall Coach
01/17/2025
Validated Reviewer
Review source: Organic

Zack's Advisor Tools is the BEST

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.

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What is Zacks Professional Services?

Zacks Professional Services, accessible via https://advisortools.zacks.com/, is a platform designed to provide financial advisors with robust tools and insights to enhance their investment strategies. As part of Zacks Investment Research, the service offers comprehensive research, detailed market analysis, advanced reporting features, and customizable tools to aid in portfolio management and client communication. By leveraging Zacks' extensive database and proprietary models, advisors can gain access to real-time data, earnings forecasts, and performance metrics to support informed decision-making and optimize client outcomes.