Kwanti
Portfolio analytics, stress testing, risk profiling and branded proposals for financial advisors
- RIAs
- Broker-dealers
Data & researchPer seat
Zacks Advisor Tools
Stock, fund and ETF research, model portfolios and proposal tools for advisors from Zacks
Chicago, IL, USadvisortools.zacks.comNot yet confirmed by the company
What it does
Zacks Advisor Tools is a research and portfolio platform from Zacks Professional Services built for financial advisors. It packages Zacks quantitative rankings and analyst research so advisors can review client holdings and pick replacements.
Advisors load client portfolios into a portfolio monitor that flags low-ranked holdings and screens for higher-ranked substitutes. The platform includes ETF model portfolios and asset class forecasts for building proposals, client-ready portfolio reports, retirement planning tools, an Excel link to Zacks data, a backtester with up to 20 years of history, and custodial data feeds that refresh holdings nightly. Research covers analyst reports on about 1,100 U.S. companies, quant reports on thousands more, mutual fund ranks and ETF reports.
Zacks Professional Services is based in Chicago; Zacks has published independent research since 1978. A free trial is offered; pricing is not published.
Best for
- Serves
- RIAs
Features
- Zacks Rank stock screening
- Client portfolio monitor
- ETF model portfolios
- Proposal and client reports
- Custodial data integration
- Strategy backtester
Pricing and deployment
- Pricing model
- Custom quote
- Deployment
- Cloud
Coverage from The Daily Network
Full coverage recordNo stories about Zacks Advisor Tools yet.
Follow Zacks Advisor Tools to get our reporting on it as it is published.
Other Data & research vendors
All alternatives to Zacks Advisor Tools
Zephyr
Portfolio analytics, proposals, risk profiling and PSN SMA data for advisors, wealth managers and trust teams
- RIAs
- Banks and trust companies
- Asset managers
Data & researchCustom quote
KoyfinIn the news
Market data, portfolio analytics and client reporting for advisors
- RIAs
Data & researchFree tier, paid plans
YCharts
Investment research, portfolio analytics and proposal software for advisors
- RIAs
- Broker-dealers
- Banks and trust companies
- Asset managers
Data & researchPer seat
Ethos
Values-based and ESG impact ratings, portfolio analysis and client impact reports for advisors; owned by ACA Group
- RIAs
- Asset managers
Data & researchCustom quote