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Advisor Tools outperforms for you, so you can outperform for your clients.

Use sophisticated tools and proven, original research, to stay on top of potential issues across all your client accounts and quickly replace problem holdings with more productive options, minimizing downside risk, and increasing your clients’ alpha. Zacks Research powers the performance of advisors every day. Try it yourself today with a two-week free trial.

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Free Access to the Zacks Rank to Maintain Top Performance

An essential component of the Zacks Advisor Tools Platform and part of your free trial, the Zacks Rank classifies securities into five groups from #1 (Strong Buy) to #5 (Strong Sell). This short-term rating system is most effective over the one- to three-month holding horizon. The underlying driver for the quantitatively determined Zacks Rank reflects trends in earnings estimate revisions.

Find and replace low performing holdings with ones more likely to outperform. Driven by the power of the Zacks Rank, Advisor Tools makes it easier than ever to quickly identify Zacks #5 Rank holdings in your Book of Business. Then screen for #1 Ranked replacements and use the extensive data and research to find a suitable replacement.

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Predict Performance for 6,000 Mutual Funds

The Zacks Mutual Fund Rank is predictive, focused on forecasting future price performance and the likely future success of the fund. Each fund is ranked on a scale from #1 (Strong Buy) to #5 (Strong Sell). This academically based methodology evaluates, selects and tracks funds with a higher probability of outperforming.

Simplify Asset Allocation with Zacks ETF Rank

Find ETFs most likely to outperform using The Zacks ETF Rank. It provides recommendations for each ETF in the context of our outlook for the underlying industry, sector, style box or asset class, in addition to several fundamental and technical factors like holdings, expense ratios, and more.

Put Zacks Independent Research to Work

Access independent, quantitative research, including the Zacks Recommendation, Quant Models, and detailed research reports combined with analyst insights and market strategy reports with your free trial of Advisor Tools.

Don’t miss out on valuable research and insights including:

Select Stocks for Long-Term Performance

The Zacks Recommendation predicts future performance over 6 to 12 months. Based on trends in a company’s estimate revisions and earnings outlook, the Zacks Recommendation is broken down into 3 Levels: Outperform, Neutral and Underperform. Unlike many Wall Street firms, we maintain a balance between the number of Outperform and Neutral recommendations.

Quant Models: Intuitive Quant Analysis

Further analyze stocks using quant factors through a simplified user interface designed to optimize your process. For over 30 years, Zacks Quant Models have been used for strategy development and stock picking, as well as a metric for screening and table building, and as an alpha factor in multifactor models.

Zacks Sector Rank and Sub-Industry Rank

Studies show an average stock in a strong group is likely to outperform a great stock in a poor group. Put the odds of success in your favor by identifying the best stocks in the best groups with our Sector Rank and Sub-Industry Rank.

Generate Ideas with Thematic Lists

Do your clients support natural foods or women run companies? Zacks Thematic Lists offers them a chance to invest in what they believe in. Discover a variety of investing opportunities with companies that fit themes including founder run companies, drone technology, AI and much more.

Original Market Strategy Reports

Discover a wide range of weekly, monthly and quarterly qualitative research reports covering everything from earnings trends to the global market, economic outlooks, and more.

  • Weekly Sector and Market Earning Trends
  • Weekly Market Analysis
  • Weekly Global Week Ahead
  • Monthly Economic Outlook
  • Monthly Investing Update and Asset Allocation
  • Quarterly Top-Down Investing Consensus
  • Quarterly Global Macro Investing Consensus

More Resources for Every Advisor

Combined with Zacks Research, Advisor Tools provides resources that simplify financial planning and stock picking.

Sophisticated Retirement Planning

Zacks Planners helps you build deep and lasting connections with your clients. It gives you the ability to seamlessly manage multiple client accounts, share links with clients, and create and save alternate life scenarios for future reference, helping you develop comprehensive retirement plans for every phase of life.

Analyst-written equity research for 1,100 major U.S. companies and ADRs

Combined with analyst insights and quantitative research, Zacks analyst reports help you make your own judgments. Packed with valuable information like proven performance metrics, including the Zacks Rank, you can quickly find opportunities and save hours of research time.

Zacks Snapshot and quant-based research reports for 3,600 smaller companies

Zacks Snapshot is a quant-based research report that provides you with a synopsis of a company’s performance summaries, data overviews, sales and EPS growth rates, sales estimates and EPS estimates.

Screener with Prebuilt Strategies

Uncover opportunities for outperformance in Zacks Screener Strategy Library. We offer robust screeners and hundreds of screening items and data flexibility for virtually every fundamental investing strategy. Our pre‑built strategies incorporate Zacks research—including the Zacks Rank.

…And So Much More

There’s even more to Advisor Tools, including equity and ETF model portfolios and portfolio reports. Once you start your free trial, schedule a demo to make sure you’re getting the most out of your two weeks.

Zacks Advisor Tools powers your success. With access to Zacks Research and our sophisticated tools, our intuitive platform outperforms for you so you can outperform for your clients.

Put it to work for you with a free two-week trial.