14 Day Free iRate Trial
Access award-winning research with iRate
Lonsec has been in the investment research and ratings business for 30 years and we have one of the largest investment research and consulting teams in Australia.
iRate, our market leading investment research platform, gives you access to this research to efficiently build complete pictures of your clients’ investment portfolios and facilitate more informed and insightful conversations with your clients.
iRate provides unparalleled breadth and depth of qualitative research, including research on managed funds, ETFs, hybrids, LIC / LITs, SMAs, ASX 200 equities, super funds and super fund investment options.
Tools and insights to drive your advice
iRate has a suite of portfolio construction and review tools, alongside market insights to help drive your advice while streamlining the management of your clients’ portfolios.
From portfolio construction, comparison and quantitative analysis tools to a range of model portfolios, our tools can save you time by generating customisable reports and charts to use with clients.
iRate also seamlessly integrates with popular wealth management platforms including Xplan and Midwinter.
Get a complete picture of your client’s portfolio
iRate lets you filter and compare financial products based on the key qualitative characteristics to construct portfolios aligned with your client’s goals and preferences, enabling you to meet your best interest duty and compliance obligations.
Monitor your investments with confidence
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Research Tools
iRate tools are designed to support advisers in demonstrating how product and portfolio recommendations are meeting their client’s investment objectives and best interest duties.
Portfolio Construction
Build portfolios based on your client’s different investment scenarios, including creating a complete investment view through the creation of blended portfolios. Generate detailed reports for your clients.
Portfolio Comparison
Compare up to 5 portfolios to review different investment scenarios and portfolio options, with a quantitative overlay to show risk and return characteristics. Generate a detailed report for your clients.
Our Research Libraries
Filter your investment product universe and receive market leading research and investment insights across all investment structures.
Managed Funds Research
Provides access to managed fund ratings, quantitative insights, and key data across the managed funds product universe.
Listed Equities Research
Access to ETF, LICs / LITs and hybrid research and ratings as well as direct equities ratings on the constituents of the ASX 200.
Super Fund Research
Access ratings and qualitative factors for a wide range of super funds and investment options, supported by research from our SuperRatings team.
You can subscribe to one, two or three of the iRate Research Libraries depending on your practice and client needs. Every subscription includes access to our comprehensive suite of tools, including portfolio construction and comparison, quantitative analysis, product comparison tools, and our market insights.
Our Awards
We have been named as Five-time winner of Best Research House, leading every category in the 2026 Adviser Ratings Financial Advice Landscape Report, demonstrating our focus on delivering high-quality investment research and insights.
While we have grown and our product offering has evolved over the past 30 years, we remain committed to helping all Australians make better financial decisions.
