Wrap a Clear, Visual Story Around Your Decisions.


Our integrated portfolio reporting solution makes it effortless to produce customized, graphics-based presentations and pitchbooks.

Effective, impressive reporting—simplified.

ZRS portfolio reporting easily integrates with most accounting systems so your portfolios are loaded automatically, every day. Our single-click account navigation and interactive report designer make it fast and simple to deliver customized, graphics-rich reports.

Plus, ZRS reporting gives you:

Single-click
backdated reporting

Concise on-screen
and MS Excel output

Transaction & Holdings
based returns

Index and Model portfolio
comparables

Quick, easy portfolio characteristics and performance attribution reporting

The ideal reporting solution for your entire firm.

ZRS integrated reporting offers a single product to meet the needs of all groups—providing turnkey portfolio analysis for Portfolio Managers as well as simplified client account reporting for the Marketing Department.

Start Your Free Trial Today


Experience for yourself how Zacks Research System helps you generate winning ideas, clear and compelling reports, and more alpha. Contact us now for your one-month free trial.