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CLEAN, TRUSTED DATA AND PERFORMANCE FOR UNIT INVESTMENT TRUSTS

Advis Network is trusted by financial advisors and UIT wholesalers alike to
provide reliable data and analytics that makes comparing UIT performance
unprecedentedly simple.

Access the dataLearn more →




BASES LOADED

All major UIT sponsors covered

Compare performance and analytics using our unique, sponsor-agnostic tools,
including comparing strategies against a benchmark index.

Issuers5
Primary strategies353
Active products2,372
Asset classes11


COMPLETE LIFECYCLE

Tools for every part of the UIT workflow

We save time and create new efficiencies for both financial advisors and
wholesalers.


DiscoverEasily screen and compare UITs based on our custom classifications and
one-of-a-kind UIT scorecard.

ManageCreate watchlists and track upcoming terminations. Track positions and
current orders (with trading software integration).

LearnAccess news and insights for all UIT issuers, as well as learning content
and videos.

CreateCreate custom UIT portfolios and models (coming soon).

> “We believe that, rather than making incremental changes, winners will
> transform their distribution model with data and technology.”

KPMG
"How asset managers can transform distribution", 2020


EXPERIENCE ONE PLATFORM FOR UIT SOLUTIONS

Reimagine what UITs are like with our comprehensive toolset. Create a free
account today.

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FINANCIAL PROFESSIONAL USE ONLY

The information contained above is for financial professional use and provided
for informational and educational purposes only, and nothing contained herein
should be construed as investment, legal, accounting, or tax advice, either on
behalf of a unit investment trust (UIT), particular security, or an overall
investment strategy.  Advis Network, Inc. does not make any recommendation to
buy or sell any security and this information does not constitute an offer to
sell or a solicitation of an offer to buy securities. Investors should undertake
their own due diligence and carefully evaluate investments before investing.

The information, data, analysis, opinions, representations, projections and
comparisons contained herein are as of the release date and are subject to
change without notice. Any written analysis appearing within this material are
statements of opinion and are not statements of fact. The data upon which the
analysis contained herein is based has been obtained from sources believed to be
reliable. However, we do not warrant the accuracy or completeness of any
information or analysis contained herein and we provide no assurance that this
information is, in fact, accurate.

Past performance is not indicative of future results.

The content of this material may not be reproduced or disseminated without the
prior written consent of Advis Network, Inc.

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