Navigating the product universe

iRate is our investment market leading research platform, giving you access to our full range of financial product research and tools. Combining cutting edge technology with an intuitive user experience, iRate helps to deliver all of your investment research requirements in one platform.

Cut through the complexity in ever-expanding financial product universe to find the most suitable investment solutions for your clients.

Leverage Lonsec's resources and tools to gain greater confidence in your investment decisions, while clearly demonstrating the value your financial advice adds.

Unlock the full potential of your financial advice

Research

Investment research and insights covering traditional managed funds, listed products, ASX 200 shares and alternative assets

Portfolio construction tools

Portfolio construction and quantitative analysis tools that enable you to demonstrate the value of your financial advice

Direct equities

Access a full suite of research on ASX 200 shares updated daily, including bottom-up analysis of key holdings

Do it – I did recently and now wonder why I took so long to make the decision. Regular training sessions (webinars), telephone support and friendly staff that know their product.

- Lindsay Wilson - Finassure Pty Ltd

Never miss an opportunity

Stay up to date with the latest financial product and market developments with our daily email bulletins.

Set up ratings alerts for specific financial products.

Get detailed fund reviews and investment insights to enable you to evaluate the key risks and benefits of different strategies.

Navigate the product universe with iRate

iRate is our market leading research platform, giving you access to our full range of financial product research and tools. Combining cutting edge technology with an intuitive user experience, iRate delivers all your investment needs


iRate Silver Research

  • Fund reviews, ratings announcements and daily market commentary
  • Export quantitative data on 10,000 + funds
  • Access manager selection expertise across a range of risk profile
  • Webinars, educational resources and market update videos

Selection of product filters to determine the most suitable investments

Receive leading market research and investments insight

Invest your abilities while focusing on business development

iRate Gold Tools

  • Full iRate Silver Portfolio
  • Construct, model and compare client portfolios
  • Track time-series portfolio changes
  • Compare up to five different portfolios using up to 16 metrics
  • Generate customisable portfolio and market reports covering any period

Advanced iRate package offering portfolio construction and quantitative analysis tools

Clearly demonstrate the value of advice through customisable reports and metrics

iRate Equities

  • Research covering all ASX 200 shares and listed securities
  • Corporate action and IPO research
  • Shares identified as growth or income generating
  • Bottom-up analysis of key shares
  • Specialist research and analysis of ASX-listed income securities (hybrids)

Optional equities research package offering daily ASX 200 news and insights

Access share selection and portfolio management expertise form Lonsec’s direct equity research team

Discover the power of iRate with a free trial

Get to know iRate and see if it is right for you. iRate's intuitive format and in-built webinars mean you can start getting the full value of your trial from day one.

Click on the link and fill out the form and our team will be in touch to discuss how we can optimise your trial package.