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 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.
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).
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 perfornning 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:
Making it easier to make a difference
FUNDSITION makes it easier to raise capital for, or invest in, companies that are making a difference.
Helping companies do better through guidance and mentoring, plus providing a fully integrated platform for the raising process and beyond.
Less friction, less cost and more opportunity to focus on doing better. Better for the socially conscious entrepreneur and better for the socially conscious investor!
We help companies raise capital via our Equity Crowdfunding licence or by using s708 (Wholesale) for sophisticated investors.