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Zacks Professional Services

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8 reviews
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Average star rating
4.7
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Zacks Professional Services Reviews

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Sterling C.
10/24/2024
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Verified Current User
Review source: Organic

If you're not using Zacks, you should!

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.
Verified User in Financial Services
UF
Verified User in Financial Services
10/24/2024
Validated Reviewer
Verified Current User
Review source: Organic

Great Platform for Quantitative Equity Research, Data and Analysis

A broad range of equity coverage, and a number of add-ins so you can pay for what you'll actually use.

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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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