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Precision Analytics

Turns data into insights

With Precision Analytics you can use the latest market data to research investments, compare performance and create customized reports for your clients. If you do not have a Mackenzie Account you can easily sign up to start using Precision Analytics today!

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Research Investments

With thousands of North American Mutual Fund, ETFs and Equities, you can find, compare and analyze funds using the latest market data.

  • Search investments using key words or fund attributes
  • Get data for thousands of Mutual Funds, ETFs & Equities
  • Save your searches for quick access

Build Portfolios

Build portfolios for any investor profile and save them for ongoing analysis and monitoring.

  • Create libraries of go-to funds and portfolios for quicker access
  • Adjust investment weighting by percentages or dollar value
  • Dive into detailed data on historical 

Analyze performance

When you paint a picture of fund and portfolio performance based on unbiased and up-to-date market data, you help empower your clients' decisions.

  • Analyze investments and portfolios on one screen using key market data
  • Compare funds across key competitors and indices to ensure KYP and Suitability criteria are met
  • Customize chart views in real time

Generate custom reports

Staying on the same page with clients is easier with customized reports

  • Create a Quick Report with up to 10 funds in less than 60 seconds
  • Build robust detailed Custom Reports
  • Personalize the reports you create with comments, advice, letters, and more

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

The content of this web page (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.