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).

Resonant Asset Management

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:

Fundsition SME Crowdfunder

Fundsition SME Crowdfunder Pty Ltd