Data & Research

FinClear partners with a number of Investment Managers to provide research services to financial planning clients across research subscription services to Managed Account Investment Manager Solutions. Finclear also partners with other like minded business looking to provide solutions to financial advisers and their end clients. We are always looking to partner with other like minded businesses.

Lonsec

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.

Banyantree Investment Group

Banyantree Investment Group

Banyan Tree Investment Group complement their portfolio management service with proprietary investment research.

Bluebird Portfolio Services

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).

Fundsition SME Crowdfunder

Fundsition SME Crowdfunder Pty Ltd