NAVIGATE WITH
CONFIDENCE
Investment Governance Solution
The Lonsec Investment Governance Solution (IGS) is a modern, scalable monitoring tool built to help Australian financial services organisations meet rising regulatory expectations with strengthened oversight.
Regulatory scrutiny is intensifying, and there is a clear expectation that organisations must actively monitor investment options, respond to risks early, and maintain transparent audit trails.
IGS delivers a fast‑to‑deploy, scalable solution that turns these obligations into a structured, efficient and defensible process.
The Investment Governance Solution delivers
- A scalable solution for every stage of growth
From small licensees to investment platforms, IGS adapts to your governance and compliance needs. - Automation and advanced analytics
Automated monitoring, advanced analytics, alerts and dashboards streamline oversight and reduce manual effort. - Seamless integration
Embedded directly in iRate and designed to integrate with advice-tech existing systems and workflows. - Evidence‑based compliance
IGS timestamps every decision, centralises product data, and provides a defensible audit trail for internal and regulatory reporting.
A comprehensive governance solution underpinned by Lonsec’s industry‑leading research, data, ratings and insights.
What makes the solution unique?
IGS is powered by Lonsec’s breadth of qualitative research coverage, quantitative insights, ESG analytics, fee monitoring, performance metrics, and more than 150 trackable oversight indicators.
Designed to help teams:
- Upload APLs and monitor them in real time
- Identify risks early with rating changes, alerts, analytics and governance signals
- Make and record decisions with full timestamping
- Produce transparent reporting for committees, boards and regulators.
With IGS, advice businesses and licensees can:
- Save time by consolidating data and automating oversight
- Stay compliant with clear documentation and auditability
- Scale governance with confidence using trusted third‑party verification and validation.