We provide access to a range of broad and in-depth research reports from Lonsec, Morningstar and Zenith.
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
Zenith Investment Partners online research service is the core component in the delivery of managed fund research reports, commentary, investment alerts and model portfolio documents.
- Zenith managed funds research
- Zenith model portfolios
- Zenith direct equities research module
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