New search features in iRate®
We have made the following updates to iRate® to make it easier for you to find the information you need on investment products.
The All Product Search in iRate® has been updated to allow a consolidated search across all libraries with new search filters to help you more easily find investment products for your clients.
1. View all product data from All Product Search
Use the universal ‘All Product Search’ to select products across all investment vehicles in your APL, and then view all the data points for each product in one place.
You can view on screen or export the data to Word or Excel.
2. New search filters
We have introduced new search filters allow you to identify products using key financial metrics:
- Key sustainability portfolio exclusions for Managed Funds, ETFs, LIC/LITs and Super Option research
- actively search for products with no or limited exposure to ten controversial industries. Use this filter to quickly exclude funds with exposure to one of more of these industries, depending on your clients’ investment focus.
- Performance range over a defined period for Managed Funds, ETFs, LIC/LITs, Equities, Listed Income and Super Option research
- search for funds within your required return range over a defined time period.
- Fee range for Managed Funds, ETFs, Equities, Listed Income and Super Option research
- search for funds within your specified fee range
- Fund size for Managed Funds, ETFS, LIC/LITs and Super Option research
- search for funds within your specified fund size range.
You can combine any of these filters to generate bespoke product lists from your APL.
3. Key word search
We have updated our word search function to adapt to the typing errors we all occasionally make, so if iRate® identifies a similar name to the one you typed, it will return possible matches in the search result.
The search function will also search for names across product and fund manager fields.
Upcoming changes
There will be further updates to our search functionality over the coming months, including a new layout and a new tool to identify products based on key characteristics of a core product you select.
If you have any questions on these enhancements or have suggestions for what else you’d like iRate® to do for you, please get in contact as we always appreciate your feedback and input.
For a more detailed look at how to use this new functionality, please visit our online Help guide.