Pathway provides 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 Unlisted Research Package (can feed into financial software systems such as Xplan and Coin)
- Lonsec Listed Equities Research Package (can feed into financial software systems such as Xplan and Coin)
- Lonsec Retire
- SuperRatings Co-Comparator Research
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 & Fact Sheets
- Investment Screener
- Favourites and Compendiums
- Morningstar Portfolio X-Ray
- Morningstar Investment IllustratorTM