Customizable Dashboard
The centerpiece of your online portal is a customizable dashboard that can help you stay organized and keep essential information top-of-mind. You can view your dashboard on your browser or through the portal app.
This all-in-one portal is your gateway to the complete suite of investment portfolios, back office solutions and workflow automation tools that make up ZacksOne.
Branded around your firm and designed for efficient ease of use, it is an intuitive online hub that you can access from anywhere to manage your client communications, track investments and store documents. Your portal is also clientfriendly, enabling clients to access it in order to view and manage important documents.
The centerpiece of your online portal is a customizable dashboard that can help you stay organized and keep essential information top-of-mind. You can view your dashboard on your browser or through the portal app.
The ZacksOne platform is designed for simplicity and efficiency. Watch the videos below to find out how to carry out core tasks in just a few clicks.
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
How-To Video Series:
How-To Video Series: