Now you can take your reporting to a higher level with Portfolio Reporting in Advisor Tools. Our enhanced reports make it easier than ever to build visually rich, high impact designs for you and your clients.
Whether you want a hard copy to review on the plane or a PDF you can send to your client or colleague, Portfolio Reporting makes it simple to generate beautifully formatted PDFs of your reports.
The look of the PDF reports aligns with what you see onscreen in Advisor Tools, and you can add your phone number or company logo to the report header.
Our Portfolio Reporting is just one way Zacks Advisor Tools helps you prepare for what’s next in the market. Our future-focused tools, including the predictive power of the Zacks Rank, and our web-based terminal experience give you what you need to move your process ahead.
Let us show you everything Advisor Tools has to offer you with a brief demo at your convenience.