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:

backdated reporting

Concise on-screen
and MS Excel output

Transaction & Holdings
based returns

Index and Model portfolio

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.

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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.