Inspire trust and confidence in your strategies.

Whether you're working with existing clients or new prospects, having a great plan is only the first step. Your reports will be the difference maker that leads to success.

Your reports must not only lay out the facts, but they must also confirm your professionalism and bring to life the most important ideas you wish to convey.

Advisor Tools can help you compare portfolios and win new business with powerful visual reports. Our portfolio report software makes it simple to create clear, great-looking reports that include charts and tables on diversification, performance, and risk metrics – while powerfully delivering the key arguments you need to convey.

Answer the most urgent questions your clients and prospects have.

Our portfolio report software enables you to produce highly customized charts and tables that communicate exactly what you want to say about the key issues including:

  • The precise reasons for poor performance in an existing portfolio
  • Why your proposed portfolio will not have the problems of an existing portfolio
  • Why your proposed portfolio is a better match for the prospect or client’s needs
  • How your proposed portfolio fared during historical market downturns versus an existing portfolio
  • How your proposed portfolio compares to a custom benchmark tailored to the prospect or client’s risk tolerance

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Portfolio Reporting is available on the Advisor Tools platform.*

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Choose from a variety of reports

Communicate your decisions to clients or prospects. Our reports can help you:

Analyze the performance of client portfolios, whether they’re proposed portfolios, with actual or hypothetical returns, and compare them to indexes, a specific ETF or a custom benchmark with our Performance Analysis.

Get an x-ray look at the underlying holdings of the ETFs and mutual funds in your prospect’s portfolio enabling you to easily see where your prospect’s existing portfolio is taking on risk vs. a benchmark with our Diversification Report.

See how a portfolio performs during specific market downturns, how the risk/return outlook stacks up against a comparison portfolio, and include the holdings table to see a detailed view of risk characteristics with our Risk Analysis.

View a high-level analysis of performance, diversification, and risk for equity, fixed-income, or combined portfolios, and analyze the individual holdings of the ETFs and mutual funds in the portfolio using our Snapshot Report.

Printing, Exporting and Sharing Reports is Easier Than Ever.

Whether you want to review a hard copy in person, share on a video conference, or email a PDF of your portfolio report to a client or prospect, our portfolio analysis tools make it simple to generate professionally formatted PDFs of your work.

The look of the PDF aligns with what you see onscreen in Advisor Tools, and you can add a personal touch to the report header with your phone number and company logo.

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Your free trial gives you access to Zacks independent research, including:

  • Analyst-written equity research for 1,100 major U.S. companies and ADRs
  • Quant equity research for an additional 3,500 smaller companies
  • Zacks Short Term Stock Rank for 4,000 companies
  • Zacks Buy, Hold, and Sell Recommendations for long-term investors
  • Zacks predictive mutual fund ranks and sub-factor scores for 6,000 mutual funds
  • Analyst-written reports for 500 ETFs plus an additional 1,500 quant ETF reports

Plus, original market strategy reports

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