Access our award-winning research with iRate®
Lonsec has been in the research and ratings business for 30 years and we have one of the largest investment research and consulting teams in Australia.
iRate®, our market leading investment research platform, gives you access to this research to efficiently build complete pictures of your clients’ investment portfolios and facilitate more informed and insightful conversations with your clients.
iRate® provides unparalleled breadth and depth of qualitative research, including research on managed funds, ETFs, hybrids, LIC / LITs, SMAs, ASX 200 equities, super funds and super fund investment options.
Tools and insights to drive your advice
iRate® has a suite of portfolio construction and review tools, alongside market insights to help drive your advice while streamlining the management of your clients’ portfolios.
From portfolio construction, comparison and quantitative analysis tools to a range of model portfolios, our tools can save you time by generating customisable reports and charts to use with clients.
iRate® also seamlessly integrates with popular wealth management platforms including Xplan and Midwinter.
Get a complete picture of your client’s portfolio
iRate® lets you filter and compare financial products based on the key qualitative characteristics to construct portfolios aligned with your client’s goals and preferences, enabling you to meet your best interest duty and compliance obligations.
iRate’s Managed Account Portal gives a comprehensive picture of the Lonsec Managed Portfolios and includes detailed insights on asset allocation, holdings, plus a library of performance reports, change reports and quarterly market updates to support you in your client conversations.
Award-winning research
Lonsec is honoured to be awarded Best Research House in the 2024 Adviser Ratings Australian Financial Advice Landscape Report. This is the third year in a row Lonsec has been recognised by Australian financial advisers with this award.
We are also the winner of the 2024 Best Investment Research Firm award in the inaugural Australian Wealth Management Awards.
Our clients and end investors are at the heart of what we do at Lonsec and while we have grown and our product offering has evolved over the past 30 years, we remain committed to helping all Australians make better financial decisions.
Our Research Libraries
Filter your investment product universe and receive market leading research and investment insights across all investment structures.
Managed Funds Research
Provides access to managed fund ratings, quantitative insights, and key data across the managed funds product universe.
Listed Equities Research
Access to ETF, LICs / LITs and hybrid research and ratings as well as direct equities ratings on the constituents of the ASX 200.
Super Fund Research
Access ratings and qualitative factors for a wide range of super funds and investment options, supported by research from our SuperRatings team.
You can subscribe to one, two or three of the iRate® Research Libraries depending on your practice and client needs. Every subscription includes access to our comprehensive suite of tools, including portfolio construction and comparison, quantitative analysis, product comparison tools, and our market insights.