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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.

Explore 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 strategies369
Active products2,422
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


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LEGAL

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The information contained above is 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.  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.

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

Past performance is not indicative of future results.  Investors should
undertake their own due diligence and carefully evaluate investments before
investing.  Advice from a securities professional is strongly advised.

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