What's New, What's Different
New Lonsec Research Reports
Upgraded Portfolio Tools
Sharing data between users in your business
Fees in iRate - FAQ
User Customisation Tools
Product Search
Product Search How to...
- Watch a video highlighting the main functionality
- Using Product Search in a few simple steps
- Tailor your search using the filters
- Viewing your Search Results & using Shortlisted Products to find out more
- Importing APLs / Searching using APIR codes
- Select the data to view using Custom Data Points
Site-wide Tools
Custom Reports
Product Groups
- Product Groups - managing & accessing your core products/ APL across iRate
- Creating a Product Group
- Managing your Product Groups
- Using your product groups
- Rating change alerts for your Product Groups
- Create & receive regular reports for your Product Groups
My Custom Product
- ★ Custom Product - Overview
- Creating a Custom Product - Overview
- Creating a Term Deposit/Cash product
- Creating a Custom Fund, Super Fund or Listed product
- Creating a Custom Benchmark
- Editing or Adding new Data to your Custom Product
Workbench
Email rating notifications
Products Like This
Products Like This How To...
Portfolio Construction & Portfolio Comparison Tools
Enhanced Portfolio Construction & Comparison Tools - June 2023
Additional tools
Quantitative Analysis
Getting Started
- Quantitative Analysis - Quick Start
- Adding Products
- Deleting & De-selecting Products
- Settings
- Exporting Data and Charts
- Checking you have sufficient data for all selected products
Quantitative Analysis Tool and Portfolio Management
Quant Charts Explained
See all 23 articlesSuper Fund tools
Super Fund Comparison
Super Fund Net Benefit Tool
Frequently Asked Questions & Tips
FAQ
- How is portfolio performance calculated in Portfolio Construction?
- Can I download a Custom Report in iRate
- DDO - what information is available
- Are the fees considerate of the different platforms?
- What is the difference between NR, TR, GR, PR & SRP for indices?
- How do I remove the platform funds from my search results?
Tips
Understanding our different research
- ASX Equities: our research process
- Listed Income: What are risk assessment categories?
- Listed Income: How is risk assessment determined?
- Listed Income: Understanding the Yield and Maturity Charts
- Listed Income: How often is the data updated?
- Super Funds: What is your ratings methodology?
Lonsec Managed Accounts in iRate
Managed Accounts Portal FAQ
- How long have Lonsec been managing investment portfolios?
- What is the communication process to advisors regarding portfolio changes?
- When and how often are the managed portfolios rebalanced?
- What investment fees are applicable when recommending managed accounts?
- Does Lonsec use SAA/DAA within their managed portfolios?
- What platforms are the Lonsec managed portfolios available on?