You know your clients' objectives, financial situation and needs. But keeping up-to-date with the appropriate investment solutions available can be challenging.
Our solution
We can point you in the right direction by offering a wide range of research solutions from Standard & Poor's, van Eyk, Aegis, Chant West, Plan for Life, AAG and IQM online.
We also give you access to Securitor Sector Select, a selection of highly rated funds across a number of sectors. The Securitor Select Blend portfolios provide you with portfolios of highly rated funds available through the Asgard platform for specified asset allocations. These have been blended by experts using historical risk and return data.
Foundation solutions include:
Securitor Sector Select
We research the broad list of products available and provide a selection of highly rated funds in each specified category.
Securitor Select Blend
We've enlisted Standard & Poor's to help construct the Securitor Select Blend portfolios for use within the Asgard platforms. The portfolios are in a detailed written format with explanatory notes and are reviewed on a regular basis. You'll also receive quarterly performance updates.
Optional integrated solution include:
Managed fund research (including structured products) - Standard & Poor's
Keep up to date with reports on funds, bond and cash funds, direct property, structured products and sectors. You also have access to market trends and commentary, investment grade, on hold and under review lists, plus index information, press releases and access to S&P’s adviser hotline for queries.
Share Research - Aegis Adviser Plus or Professional Plus
Aegis research covers over 200 stocks (including Australian equities, hybrid securities, structured products, property and implemented research) using fundamental analysis with Buy/Hold/Sell recommendations.
Choose either the Adviser Plus or Professional Plus package, depending on your requirements.
Shares-Model Portfolios
This stand-alone model portfolios service is designed for advisers who seek to structure their direct equities advice with the assistance of model portfolio solutions. The service provides advisers 3 model portfolios: income, balance and growth.
Superannuation research - Chant West
Research and compare over 140 super products, including industry funds, corporate funds, personal funds and public sector funds using modelling tools for CorporateSuper Research, PersonalSuper Research and AppleCheck.
Annuity research - Plan for Life
Plan for Life weekly annuity rates for all the major annuity providers.
Agribusiness research Australian Agribusiness Group (AAG)
Research on agribusiness products through the AAG. AAG is a leader in providing solutions and information to the high-growth agribusinesses sector and those who seek clear direction upon which to build advice and action.
Risk research - research from XPlan via Insurance Quotation Module Plus (IQM+)
Qualitative and quantitative analysis of personal risk insurance products. Research is provided by XPlan Technology.
Optional non-integrated solutions include:
Managed fund research
Managed fund research by van Eyk and Morningstar at a competitive pricing structure.
Investment committee participation
Run your investment committee with help from:
- Standard & Poor's
- van Eyk
- Morningstar