Access our market leading research

iRate® is our market leading investment research platform providing financial professionals with access to our range of financial product research, ratings and analytical tools.
Powered by one of Australia’s largest investment research and consulting teams, 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 1,250 listed and unlisted investment products rated by Lonsec.

Portfolio construction tools

Implement tailored investment solutions and gain exposure to qualitative factors with full reporting and easily 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 Portfolio construction tools allow you build and compare portfolios based on your clients’ investment objectives and overlay qualitative factors such as ESG and controversial industries, risk and fees so you can meet your compliance and best interest duties as well as support more informed client conversations.

  • Build and compare portfolios based on your clients’ different investment scenarios.
  • Use portfolio comparison reporting to help meet your compliance and best interest duties.
  • Clearly demonstrate the value of your advice in meeting your clients’ specific investment objectives.
  • Reduce the time and cost in preparing tailored investment solutions and APLs.
  • Easily create charts to support your client conversations.

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.


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


Analyse and compare financial products across 28 different risk and performance metrics.


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

Compare Super Funds with iRate®

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

The Super Asset Allocation Comparison tool allows you to go beyond the ‘growth and ‘defensive’ labels and compare asset allocations across individual investment options, based on the most in-depth survey of Australia’s superannuation product market. Get a clear view of where funds are allocated and whether they are the right fit for your clients and help fulfil your best interest duties.

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.