Access our market leading research

iRate is our market leading investment research platform providing financial professionals with access to our full range of financial product research, ratings and analytical tools.

Powered by one of Australia’s largest investment research and consulting teams and combining cutting edge technology with an intuitive user experience, iRate helps to deliver all of your investment research needs in one platform.

What’s the iRate difference?

Our people

iRate is powered by one of Australia’s most experienced investment research and consulting teams with over 40 research analysts and 7 consultants.

Qualitative investment research

Gain direct access to Lonsec’s quantitative investment research and insights via iRate. Our extensive depth and breadth of coverage includes over 1,100 listed and unlisted investment products.

Portfolio construction tools

Implement tailored investment solutions and gain exposure to qualitative factors with full reporting and the ability to compare investment products across a range of metrics.

Daily alerts and tracking

Stay up-to-date with our actionable daily bulletins and regular notifications on ratings changes and corporate actions. Receive our market insights and invitations to educational events.

Model portfolios and dynamic asset allocation

Empower your investment decisions with our model portfolios and dynamic asset allocation tilts underpinned by Lonsec’s investment committee insights and sector analysis.

Software integration

Benefit from iRate’s integration with popular wealth management platforms including XPlan, CCUBE and more.

Create tailored, objectives-based portfolios

iRate’s BIOmetrics feature enables you to assess and target exposure to specific qualitative factors such as ESG awareness, risk and fees, meaning you can provide more personalised investment solutions that can better meet your client’s investment objectives.

  • Scan an existing portfolio or APL to assess its performance within selected factors.
  • Receive suggestions for similar financial products that better align with your chosen metrics.
  • Clearly demonstrate the value your advice provides in meeting specific investment objectives.
  • Reduce the time and cost in preparing tailored investment solutions and APLs.
  • Ensure your advice meets the best interest requirements.

Get a complete picture of your client’s portfolio

iRate lets you filter your investment universe and construct portfolios aligned with your client’s goals and preferences, enabling you to demonstrate how you’re meeting your best interest duty.

Filter

Efficiently filter your investment product universe according to a range of qualitative fund characteristics.

Compare

Analyse and compare financial products across 16 different risk metrics.

Integrate

Integrate with wealth management software Xplan, COIN, Midwinter and CCUBE.

Go beyond the ‘growth’ and ‘defensive’ labels

Efficiently compare over 600 superannuation products across 300 fund characteristics covering Investment, Fees, Insurance, Member Servicing, Administration and Governance.

Our Super Asset Allocation Comparison tool enables you to compare asset allocations across individual investment options based on the most in-depth survey of Australia’s superannuation product market, helping you fulfill your best interest duty and get clear view of where funds are allocated and whether it is the right fit for your client.

How we help you help your clients

Regular market updates

Expert economic and sector specific commentary helps you provide a broader market context to your investment decisions.

Draw on our analysts

Our investment analysts are accessible and available to help you better understand a particular investment product or rating decision.

Educational material

Articles, videos and other educational tools for you to share with your clients so they can better understand your investment process.

Ongoing support

Our experienced client services team are just a phone call away and are here to provide you with ongoing guidance and support.

Events and webinars

Hear the latest thinking in investment insights from our team at our regular events and webinars.

Important information: Any express or implied rating or advice is limited to general advice, it doesn’t consider any personal needs, goals or objectives.  Before making any decision about financial products, consider whether it is personally appropriate for you in light of your personal circumstances. Obtain and consider the Product Disclosure Statement for each financial product and seek professional personal advice before making any decisions regarding a financial product.