Zacks is one of the largest providers of independent investment research in the U.S. Our original, unbiased quantitative research is well-respected in the investment community, and we have won numerous awards over the last decade—all based on performance.
Zacks Professional Services packages our research to meet the specialized needs of investment professionals. Discover how Zacks research can help you achieve incredible results without a lot of wasted effort or time.
Finding holdings that align with your client portfolios shouldn't be a guessing game. Our professionally built model portfolios, proprietary ranking systems, and intuitive platform guide you toward stocks, ETFs, and mutual funds that outperform and align with your clients' investment style and risk threshold.
Identify securities with the strongest potential to outperform with the Zacks Rank.
Time your trades using the short-term Zacks Rank, which consistently outperforms the S&P.
Find cost-effective, passive ETFs to build stronger portfolios using the Zacks ETF Rank.
Improve client returns with the Zacks Mutual Fund Rank that assesses a fund’s future potential.
Equity model portfolios and strategies that deliver performance.
Eliminate SMAs and reduce fees using our Earnings Certain strategies as a foundation for client portfolios.
Build stronger portfolios with the Zacks Focus List, our flagship model portfolio comprised of 50 long-term stocks.
Find true value opportunities in our Deep Value model portfolio comprised of 30 high conviction stocks.
Access Zacks Research and stay on top of client accounts in Advisor Tools.
Manage client portfolios using our Portfolio Analysis feature to build reports and easily generate them into one cohesive document.
Pair with Excel Link and sync Zacks data across your spreadsheets for easy investment data entry and more.
Simplify your asset allocation strategies and maximize returns using our ETF model portfolios as a starting point.
Our platforms are designed to meet the needs of financial professionals in today’s fast-paced markets. Talk to a Zacks Professional Services representative today to determine the best product for your needs.
Advisor Tools is specifically designed for the needs of today’s financial advisors, offering extensive, consolidated Zacks research, model portfolios, quant models, data visualization resources and much more in an intuitive, easy‑to‑use platform.
Our flagship research platform offers a massive amount of research data, and nearly infinite ways to compare, contrast and model your ideas, combining amazing functionality, nearly infinite research resources, and a simple, intuitive interface.
Zacks Equity Research reports for 1,100 companies can now be accessed on popular platforms including FactSet, Refinitiv, S&P Capital IQ, and Bloomberg.
Zacks research has earned the respect of institutional equity investors due to our long history of innovation, quality, and proven effectiveness.
You rely on accurate, timely information—and with our Market Update Newsletter, that’s exactly what you get. Subscribe now to get the latest and most relevant financial news and expert analysis in your inbox for free every morning.
Since 1978
Zacks has championed independent research for more than 40 years, beginning when Len Zacks published a highly influential paper which detailed his innovative investment approach:
Analyze earnings estimate revisions and surprises to predict stock movements.
Today, Zacks Investment Research, including Professional Services, is one of the largest equity research providers in North America.
Analyst-written equity research for 1,100 major U.S. companies and ADRs
Zacks Snapshot and quant-based research reports for 3,600 companies
Zacks Rank of 4,000 companies for short-term stock picking
Zacks Recommendation for long-term investors
Zacks Mutual Fund Rank for 6,000 companies and analyst written reports for 1,000 mutual funds
Analyst-written reports for 500 ETFs plus an additional 1,500 quant ETF reports
Zacks Stock Scores for style box, insider trading, institutional holdings, and surprise predictors
Zacks Thematic Portfolios with 25 investing concepts in touch with emerging trends
Five monthly Market Strategy Reports
Monthly Economic Reports
Market newsletter with expert analysis and commentary backed by Zacks research
Talk to a Zacks Professional Services consultant today—we’ll work with you to find the right resources, tools and platforms to help you optimize your workflow and take your investment process to the next level.
Our U.S.-based client support team is committed to ensuring that you have easy access to knowledgeable, responsive assistance. We're here to answer any questions you may have and help you get the most from Zacks research. You may call us directly at 866-794-6065.