An Excel add-in with powerful performance

As a financial advisor, you spend most of your day in Excel, from entering data by hand to building out custom client reports. What if there were an easier way to complete these time-consuming tasks?

Take your spreadsheet productivity to a higher level and streamline the process. Excel Link is an Excel add-in that integrates Zacks stock data, making investment analysis easier than ever.

Put Zacks Excel Link to work for you and see how easy it can be:   Book a free demo

Integrate seamlessly with Excel

Zacks Excel Link saves time and streamlines your workflow while helping you avoid manual data entry and the errors it can cause. This Excel plugin automatically populates your spreadsheets by pulling data into a single cell or creating full tables for multiple clients. Plus, relative date references always keep your spreadsheet updated.

Pair with Advisor Tools

Advisor Tools is our powerful, web-based platform built for the needs of advisors and their clients. It allows you to maintain watchlists and quickly build data tables using Zacks Research which can then be exported to Excel. You can then enhance the data, visualizations, and branding using Zacks Excel Link.

Create stunning tearsheets

Our library of Excel Link tearsheets provides a variety of graphic-rich, pre-built templates that allow you to quickly create stunning tearsheets that are client-ready for professional presentations.

Customize your tearsheets

Your clients have unique needs—your reports should, too. With Excel Link you can customize your tearsheets to suit your firm’s brand or your clients’ needs. The possibilities are limitless – if you can do it in Excel then you can do it with Zacks data.

  • Customize your stock, mutual fund, and ETF analysis reports using your unique processing and company branding.
  • Optimize your comparison security analysis for coverage, followed lists, and screens by syncing your spreadsheets with our Pro Screener and Pro Backtester.
  • Tailor your economic and market analysis to create more effective reports and presentations for client meetings and social media outreach.
  • Modify your model analysis and rebalancing to any situation that meets your clients’ unique needs.

See our tearsheet library.

Fill out the form to get a download of our entire collection of stunning, graphics-rich pre-built templates that you can use or modify in your workflow with Excel Link.

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See how Excel Link can help boost your efficiency and productivity!