Lonsec Holdings has today announced its partnership with InterPrac Financial Planning. Lonsec has been appointed the mandated research provider for InterPrac and has commenced a bespoke onboarding program for all advisers across the InterPrac dealer group. InterPrac advisers join over 4000 financial professionals in Australia using iRate®, Lonsec’s market leading research portal.
iRate® is Lonsec’s award-winning investment research portal, providing financial professionals with access to their range of financial product research, ratings and analytical tools. iRate® is powered by one of Australia’s largest investment research and consulting teams and helps to deliver investment research needs in the one portal. In addition to providing managed fund and super fund research, iRate® also offers portfolio construction and comparison tools that can help advisers streamline their processes and meet their best interest duty and compliance obligations.
Garry Crole, InterPrac Financial Planning Managing Director, comments ‘In our evolving industry, one of our key priorities is working with a research house that has an extensive range of investment and advice solutions. Partnering with Lonsec will help broaden and strengthen the investment research capabilities for all our advisers.’
Lonsec CEO Michael Wright says, ‘In our increasingly compliant-heavy environment, it is more important than ever for licensees to provide efficient and reliable research tools to their advisers.’
‘Qualitative research is at the heart of what we do at Lonsec and we have built iRate® to support the research needs of all Australian advisers. We are delighted to come on board as InterPrac’s new research partner across their entire dealer group and in doing so, assist all of their advisers to have more informed and insightful conversations with their clients.’
In addition to iRate®, Lonsec also supports the evolving needs of licensees and advisers through its investment consulting, tailored portfolios, managed accounts and its dedicated transition consultants who assist practices across the country in transforming their businesses.
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For more information, please contact:
Naomi Christopher
Head of Marketing and PR
Naomi.Christopher@lonsec.com.au
0421 856 260
