Navigating the product universe

Lonsec’s iRate provides an unparalleled breadth and depth of qualitative research , including managed fund, listed product, super fund and super fund investment option research.

Accessible through a single portal, iRate enables an adviser to efficiently build a complete picture of a client’s investment portfolio, to aid understanding and facilitate more informed and insightful conversations with clients.

Unlock the full potential of your financial advice

Managed Research
Funds

Listed Equities
Research

Super Funds
Research

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



Managed Fund Research

  • Fund Reviews, ratings and announcements and daily commentary
  • Export quantitative data on 10,00 + funds
  • Access manager selection expertise across a range of risk profiles

Selection of product filters to determine the most suitable investments

Receive market leading research and investment insights

Listed Equities Research

  • Research covering all ASX 200 shares and listed securities
  • Corporate action and IPO research
  • Shares identified as growth or income generating
  • Specialist research and analysis of ASX listed income securities (hybrids)
  • Coverage of ETF’s, SMA’s and mFunds

Daily ASX 200 news and insights

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

Super Fund Research

  • Research covering 600 superannuation products across over 300 fund characteristics
  • Fund Snapshots available for 6,000 + investment Options covering MySuper, Member Choice and Pension
  • Comparison tool to effectively compare products on key metrics

Selection of filters to determine the most suitable super fund option

Access super fund expertise from the SuperRatings team

 

 

 

 

 

Portfolio Management Tools

  • Construct, model and compare client portfolios
  • Track time-series portfolio changes
  • Compare upto five different portfolios using 16 metrics
  • Generate customisable portfolio and market reports covering any period

Invest your abilities while focusing on business development

Clearly demonstrate value of advice and best interest through the portfolio modelling capabilities

 

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.