Zacks Professional Services announces a new partnership with United Planners Financial Services , bringing access to Zacks Advisor Tools (“Advisor Tools”) to more than 450 affiliated financial advisors.
Advisor Tools is a web-based platform that provides investment professionals with complete analytics tools as well as Zacks’ highly-regarded independent research—including the Zacks Rank for stocks, mutual funds and ETFs, and many more unique and proven equity research and selection tools. In addition, Advisor Tools offers a range of proprietary model portfolios, including the Earnings Certain Portfolio (“ECP”) family. The ECP suite of core equity portfolios delivers proven stability and performance in all markets, and has generated a lot of enthusiasm among financial pros.
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“United Planners is one of the best in the business, and we believe our products and resources will help them optimize their processes and stay in front of the market,” commented Zacks Pro Managing Director Tim Nyland, CFA.
Billy Oliverio, Executive Vice-President and Chief Marketing Officer of United Planners agreed, “We’re excited about offering these powerful tools to our financial professionals. The Advisor Tools platform and the unique resources like the Earnings Certain Portfolio give our financial professionals an advantage as they support their client’s goals and objectives.”
Zacks Pro and United Planners will be holding a webinar on Friday, June 25th at 12 noon (CT) to introduce the Advisor Tools platform and the ECP family of model portfolios to United Planners advisors.
