Financial Advisers
Lonsec provides financial advisers with a full suite of investment product research, portfolio construction tools and insights, allowing you to optimise your clients’ investments. Our goal is to help you deliver better outcomes for your clients, while streamlining processes and simplifying the demonstration of best interest duties.
Access Australia’s leading investment research platform
Build stronger portfolios and make more informed investment decisions with iRate, backed by over 30 years of Lonsec research expertise.
Access ratings, reports and analysis across managed funds, ETFs, listed investments, SMAs, super funds and ASX equities, alongside powerful portfolio construction and reporting tools designed for financial advisers.
Tools and insights to drive your advice
iRate offers powerful portfolio construction, analysis, and reporting tools to streamline client management and support informed advice. It includes model portfolios, customisable charts, and integrates seamlessly with platforms like Xplan and Midwinter.
Access to irate 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, as well as Best Investment Research Firm at the 2024 Australian Wealth Management Awards, 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.
Get in touch with us
To find out more about how Lonsec can help you deliver better outcomes for your clients, contact our team or call us on 1300 826 395.