Tools

Lonsec Fiscal's group of businesses offers a wide range of tools to enable financial advisers and fund managers to achieve better investment outcomes for their clients. The iRate platform provides access to the full suite of Lonsec Research analysis and investment tools, while applications such as the Superannuation Market Analysis Research Technology (SMART) tool allows users to directly compare super funds by analysing investment performance and a range of other metrics.

For more information on the products and tools offered by Lonsec Fiscal's businesses, speak to our Client Services team on 03 9623 6300.

iRate

Access to Lonsec Research’s in-depth investment research and superior adviser tools is delivered through the market leading iRate platform. iRate reflects Lonsec Research’s proven philosophy of delivering better investment outcomes to clients, ensuring advisers have the tools at hand to create, model, analyse and report on a wide variety of metrics.

Click here for more information on iRate.

Goals-Based Analysis

By considering your client’s future behavioural, economic and investment factors, GBA produces forward-looking scenarios to help assess the impact of different investment goals and changes. GBA can give your client confidence in their current retirement strategy, or allow them to consider reassessing their strategy to take account of changing risks and opportunities.

Click here for more information on Lonsec Retire's GBA tool.

Super Comparator

The Super Comparator tool is provided by SuperRatings and helps you navigate the difficult task of comparing super funds on a like-for-like basis. Super Comparator allows you to perform side-by-side comparisons of different funds covering different aspects of fund value, including investment performance, fees, insurance, member servicing, administration and governance.

Click here for more information on Super Comparator.

SMART

Refreshed daily, the Superannuation Market Analysis Research Technology (SMART) allows users to assess and compare super funds in a user-friendly, interactive environment. SMART is application-based for easy navigation, allowing users to compare up to three funds side-by-side. Users can analyse and model investment performance, membership statistics and fund size, as well as insurance costs and fees.

Click here for more information on the SMART tool.

Fund Crediting Rate Survey

The Fund Crediting Rate Survey application provides users with the most thorough and relevant accumulation and pension return information in the superannuation industry. All major investment options are ranked, and performance can be benchmarked over a range of different time periods. Users can also customise surveys using variables such as asset ratio, time period, and option type.

Click here for more information on the Fund Crediting Rate Survey.

Asset Allocation

The Asset Allocation application is a dynamic tool providing access to current and historical product asset allocation data across more than 400 products and 6,000 investment options. Asset Allocation provides ‘actual’, ‘benchmark’ and ‘range’ allocations for each investment, as well as historical data and the ability to refine and filter searches by growth or defensive ratios, option type and default.

Click here for more information on the Asset Allocation tool.

RateMySuper and RateMyPension

Custom built with your unique branding, RateMySuper and RateMyPension actively promote your fund’s product and rating to existing and new members directly via your website. With a simple three panel design, visitors can compare your fund against others in the industry. Comprehensive fund details include the product rating, structure, and performance displayed in a readily assessable format.

Click here for more information on RateMySuper and RateMyPension.