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Zacks Professional Services

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4.7 out of 5 stars
8 reviews
  • 1 profiles
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4.7
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Zacks Advisor Tools

8 reviews

An Affordable, Totally Cloud‑Based Solution Quantitative Analysis Qualitative Research Data Visualization

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Zacks Professional Services Reviews

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JC
James C.
01/16/2025
Validated Reviewer
Review source: Organic

Comprehensive Research Package

|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.
Shane S.
SS
Shane S.
Managing Partner | Financial Advisor | Speaker
01/16/2025
Validated Reviewer
Verified Current User
Review source: Organic

Great Support!

|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.
AC
Angela C.
10/25/2024
Validated Reviewer
Review source: Organic

Very helpful tool for security selection

|Zacks Advisor Tools
I am able to keep lists of funds and securities for portoflio building.

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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.

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