Research


We provide access to a range of broad and in-depth research reports from Lonsec and Morningstar.

Lonsec research

Lonsec Research provides in-depth, investigative investment research across a broad range of listed and unlisted investments.

  • Lonsec managed funds research package (can feed into XPLAN)
  • Lonsec listed equities research package¬†(can feed into XPLAN)
  • Lonsec retire
  • iRate packages

Morningstar research

With Morningstar all research, commentary, tools, and support material can be disseminated to your business via a professionally designed, flexible website, Adviser Research Centre (ARC) which includes:

  • Research reports and profiles
  • Dynamic updates and notifications
  • Economic and sector commentary
  • Approved product lists
  • Fund returns
  • Document repository
  • Methodologies and fact sheets
  • Investment screener
  • Favourites and compendiums
  • Morningstar portfolio X-ray
  • Morningstar Investment IllustratorTM

For more information contact us.