Volatile markets present significant challenges, requiring you to adapt your strategies and help clients stay focused on their long-term financial goals while navigating uncertainty.
With the right investment research and portfolio management tools, you can gain better insights to make timely, well-informed decisions in rapidly changing market conditions and effectively demonstrate the value of your advice.
Through our growing service offering, you can now access a range of investment and superannuation research and portfolio tools to help deliver better investment outcomes for your clients in times of uncertainty.
Which tool is right for you?
Mosaic is an investment research and portfolio insights platform designed for agile advice practices and powered by our trusted fund manager research of over 4,000 managed funds, super and pension investment options, ETFs and LICs.
Features include:
the ability to easily compare, filter and analyse investment options
a powerful portfolio builder tool to construct and monitor bespoke portfolios
access to qualitative research and ratings assessment reports on major super funds, and
access to easy-to-read downloadable reports, regular market insights, podcasts and client educational materials.
This sophisticated investment research and analysis tool is powered by FE fundinfo’s enriched, ISO-accredited fund data with thousands of data points updated daily, helping you improve operational efficiencies and demonstrate the value of your advice to clients.
intuitive portfolio construction and analysis functionality
an investment forecasting tool that factors in historic fund swaps, rebalancing and adviser fees
comprehensive pre-built and custom reporting tools, and
built-in market intelligence to track competitor performance and significant capital events.
Our premium fund comparison tool is built on Chant West’s comprehensive, high-quality data and research of more than 350 super, pension and investment products. It enables you to easily compare and demonstrate the benefits of switching a client’s super, pension or investment fund to maximise their wealth in retirement.
With this tool, you can:
compare funds using a variety of data points including fees, investments, insurance and product features
model your proposed investment strategy for each client based on their individual needs, and
demonstrate high-level qualitative outcomes to illustrate the impact of switching your client's fund in a single, compliant report at the push of a button.
Zenith Investment Partners Pty Ltd ("Zenith") (ABN 27 103 132 672, AFS Licence 226872) is the provider of General Advice (s766B Corporations Act 2001). General Advice provided by Zenith is limited to Wholesale clients only. This document has been prepared exclusively for Zenith clients without taking into account the objectives, financial situation or needs of any specific person who may read it, including target markets of financial products, where applicable. It is not a specific recommendation to purchase, sell or hold any relevant product(s) and is subject to change at any time without prior notice. Investors should seek their own independent financial advice before making any investment decision and should consider the appropriateness of any advice in this document in light of their own objectives, financial situation or needs. Investors should obtain a copy of, and consider, any relevant product PDS or offer document before making any decision and refer to the full Zenith Product Assessment/s available on the Zenith website. This document is confidential and subject to copyright and may not be reproduced, modified or distributed without the consent of the copyright owner. The information contained in this document has been prepared in good faith and is believed to be reliable at the time it was prepared, however, no representation, warranty or undertaking is given or made in relation to the accuracy or completeness of the information presented in this document. Except for any liability which cannot be excluded, Zenith does not accept any liability, whether direct or indirect arising from the use of information contained in this document. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith's methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines
