Lonsec Research to power Synchron's financial advice
Synchron partners with Lonsec as preferred investment research provider
Lonsec Research has partnered with Synchron to provide investment research and consulting services to Australia’s largest non-institutionally owned financial advice group.
Synchron’s financial advisers will harness investment product research, market insights, and portfolio construction tools via Lonsec Research’s leading iRate platform, adding to Synchron’s financial advice capability.
"We are incredibly excited to be working with Synchron and to be supporting Australia’s largest group of non-aligned financial advisers," said Lonsec Research CEO Matt Olsen. "Our focus is on delivering a solution that matches the depth and sophistication of Synchron’s financial advice, while providing them with the cutting-edge tools they need to create better investment outcomes for their clients."
As Synchron’s preferred investment research provider, Lonsec Research will provide its full suite of financial product research, including managed funds and direct equities analysis, as well as specialised investment consulting services to enhance Synchron’s Approved Product List (APL).
"We’re pleased to be supported by the depth and experience of Lonsec’s investment research team," said Synchron Director John Prossor. "Lonsec’s superior portfolio tools mean Synchron is best placed to continue to meet client demand for higher-value financial advice and tailored investment solutions."
Lonsec Research’s iRate platform remains number one among financial advisers and dealer groups. iRate’s time-series portfolios allow users to analyse investment performance where changes have been made to holdings or asset allocation over time, and users can filter financial products by a range of qualitative investment objective criteria to create tailored solutions.
"We are continually evolving our investment research and tools to meet the new challenges and opportunities within the financial advice industry," said Mr Olsen. "Our goal is to ensure financial advisers are best equipped to deliver for their clients now and into the future."
IMPORTANT NOTICE: This document is published by Lonsec Research Pty Ltd ABN 11 151 658 561, AFSL 421 445 (Lonsec).
Please read the following before making any investment decision about any financial product mentioned in this document.
Warnings: Lonsec reserves the right to withdraw this document at any time and assumes no obligation to update this document after the date of publication. Past performance is not a reliable indicator of future performance. Any express or implied recommendation, rating, or advice presented in this document is a “class service” (as defined in the Financial Advisers Act 2008 (NZ)) or limited to “general advice” (as defined in the Corporations Act (C'th)) and based solely on consideration of data or the investment merits of the financial product(s) alone, without taking into account the investment objectives, financial situation and particular needs (“financial circumstances”) of any particular person.
Warnings and Disclosure in relation to particular financial products: If our general advice relates to the acquisition or possible acquisition or disposal or possible disposal of particular classes of assets or financial product(s), before making any decision the reader should obtain and consider more information, including the Investment Statement or Product Disclosure Statement and, where relevant, refer to Lonsec’s full research report for each financial product, including the disclosure notice. The reader must also consider whether it is personally appropriate in light of his or her financial circumstances or should seek further advice on its appropriateness. It is not a “personalised service” (as defined in the Financial Advisers Act 2008 (NZ)) and does not constitute a recommendation to purchase, hold, redeem or sell any financial product(s), and the reader should seek independent financial advice before investing in any financial product. Lonsec may receive a fee from Fund Manager or Product Issuer (s) for reviewing and rating individual financial product(s), using comprehensive and objective criteria. Lonsec may also receive fees from the Fund Manager or Financial Product Issuer (s) for subscribing to investment research content and services provided by Lonsec.
Disclaimer: This document is for the exclusive use of the person to whom it is provided by Lonsec and must not be used or relied upon by any other person. No representation, warranty or undertaking is given or made in relation to the accuracy or completeness of the information presented in this document, which is drawn from public information not verified by Lonsec. Conclusions, ratings and advice are reasonably held at the time of completion but subject to change without notice. Lonsec assumes no obligation to update this document following publication. Except for any liability which cannot be excluded, Lonsec, its directors, officers, employees and agents disclaim all liability for any error, inaccuracy, misstatement or omission, or any loss suffered through relying on the information.