SabriEnt Systems, LLC

Sabrient serves individual investors and financial advisers through a subscription-based web application and downloadable scorecards, while also working with institutional clients including sponsors of unit investment trusts (UITs), ETF sponsors, hedge funds, and other investment professionals through consultancy and data licensing arrangements. Its services include consulting on UIT model portfolios, licensing its proprietary Earnings Quality Rank and other data to institutional users, offering the SmartLights stock‑screening platform, and publishing periodic market commentary.

The firm’s investment work is driven by fundamentals-based, quantitative multi‑factor models and proprietary rankings (such as an Outlook Rank and the EQR) that emphasize forward-looking metrics and statistical testing; Sabrient combines those model outputs with qualitative review when developing UIT portfolios for its sponsor. Its online tools generate impersonal recommendations from user-supplied inputs rather than providing individualized portfolio management or discretionary account services.

Noteworthy aspects compared with many peers are its provision of securities ratings/pricing data and the licensing of those datasets to ETFs and other advisers, the operation of a paid subscription service for retail users, and the publication of newsletters and commentary for subscribers. The firm does not manage or custody client assets and is compensated mainly through consultancy, data‑licensing and subscription arrangements rather than percentage‑of‑assets or performance-based fees.