Partners
FinClear partners with selected investment managers to provide research for financial planning clients, from research subscription services to Managed Account solutions.
We support all of the most commonly used data feeds in the Australian finance industry. if you don’t see the data feed you want here, it is a quick and easy process to build it for you.
Lonsec
Lonsec is one of Australia’s leading investment research houses, providing financial product ratings, market insights and portfolio construction tools to empower financial advisers, dealer groups and fund managers.
Level 21, 200 George Street
Sydney NSW 2000
Banyantree Investment Group
Banyan Tree Investment Group complement their portfolio management service with proprietary investment research.
Level 1, 123 Clarence St
Sydney, NSW, 2000
Bluebird Portfolio Services
Bluebird provides quality portfolios at a low cost. Bluebird employs a Quality, Value and Momentum investment philosophy and process that aims to add value over the benchmark, while protecting capital on the downside. The founder has a strong track record at Bluebird and previous firms (Lonsec, TOWER and IOOF).
Exchange Tower
Level 1, 530 Little Collins Street
Melbourne, VIC 3000
Resonant Asset Management
Resonant Asset Management constructs active multi-asset portfolios at near passive cost for the private wealth sector.
Nick Morton and Glen Holder, with over 40 years combined experience in institutional broking and funds management, employ a unique professional “Quantamental” process to build high performing solutions with direct stocks, ETFs and some managed funds.
The focus on technology and efficiency not only brings performance and cost benefits, but also enables groups to get a tailored, custom built mandate and a collaborative governance framework.
For more information, do feel free to contact Nick or Glen:
- Level 3, Suite 2, 7 Macquarie Place
Sydney NSW 2000
Fundsition SME Crowdfunder Pty Ltd
- Level 1, 50 Yeo Street
Neural Bay NSW 2089