Many growing RIAs pay third-party reporting and proposal fees that are calculated as a percentage of assets. This means that as your practice grows, so do your costs.
With ZacksOne, advisors gain a comprehensive proposal and report generation platform at no cost in addition to underlying ETF portfolio fees.
The ZacksOne platform includes a custom risk analysis and investment proposal function, which allows advisors to generate personalized documents that are easy for potential clients to review.
These client-friendly proposals are easy to generate and available at no added cost to underlying ETF portfolio fees, so advisors can pursue new client relationships more efficiently.
The ZacksOne platform allows advisors to generate not only standard quarterly performance reports, but also detailed, sleeve-level reports that provide clients with the clarity they need.
Sleeve-level reporting enables you and your client to understand investment performance within each segment of the portfolio, including models, ETFs and SMA tilts.
Through the ZacksOne portal, advisors have the opportunity to generate a wide variety of performance reports to suit the services they’re providing.
This flexibility can help RIAs and independent advisors tailor their reporting processes more closely to the needs of their clients.
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