Simplify and Grow with ZacksOne

ZacksOne helps prevent cost and time creep by combining investment solutions with reporting, proposal, and workflow automation tools—all with no management fees beyond the underlying ETF expense ratios.

All in One

Portfolio Suite

Access a suite of time-tested strategies, risk-based models and a unique portfolio customization service.

Learn more

Proposals and Reports

Generate client-friendly proposals, custom reports, and sleeve-level performance data.

Learn more

Advisor Portal

Log in to your branded portal from anywhere to manage your portfolios, reports and communications.

Learn more

Advantages of ZacksOne

Cost Efficiency

The only fees associated with ZacksOne are the underlying expense ratios of the ETFs inside the portfolio, which can help advisors mitigate costs as they grow.

Time Savings

The all-in-one portal can help independent advisors and RIAs simplify and automate aspects of your workflow.

Premium Features

Direct ownership of securities, separately managed accounts and active management can help set your practice apart from the average.

Portfolio Customization

Collaborate with the Zacks Portfolio Team to create customized allocations for your practice.

What’s next?

Reach out to us or complete the form below to book a virtual demo and find out how ZacksOne could work for your practice.

Zacks Investment Management
101 N Wacker Drive, Suite 1500, Chicago, IL 60606 | Tel. (312) 265-9236 | ssprandel@zacks.com | www.zacksim.com

Schedule a call

Which describes you?

*By clicking the button below, I agree to the Privacy Policy & Terms of Service and consent for Zacks and its affiliates/agents to call or text me for any purpose at any number provided, including via automatic telephone dialing system, and such consent is not required to purchase goods or services as I may always call directly at (888) 775-8351.
Top

Search

Contact

I'm a Private Client I'm a Financial Professional