G2

Emily M.

Faculty, College of Business

Small-Business (50 or fewer emp.)

6/23/2025

"Very powerful"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.