Welcome

Welcome to your Mosaic Onboarding Hub. The below collection of documents is designed to help you understand how to get the most out of your Mosaic portal. If you have any questions or need further support please contact our Adviser Support team on 03 9642 3320 or via email. 

What is Zenith Mosaic

Mosaic is our flagship research and portfolio insights platform, which gives you the ability to create your own portfolios and compare, filter and analyse investment solutions to meet the changing needs of your clients.

Mosaic is powered by our trusted, fund manager research, providing you with access to a growing list of over 4000 managed funds, super/pension investment options, ETFs and LICs.

Within the platform, your research subscription includes:

  • online fund research and ratings
  • managed funds/ETFs/LICs research
  • superannuation ratings and research
  • fund manager documents, eg. disclosures, TMDs, manager factsheets
  • market reports
  • powerful portfolio analysis, and
  • ASX 200 consensus equities.

Key Features

Filters

Comprehensive investment research filters help you quickly find the investments you’re looking for. Create a shortlist, save your list for later, download or simply print your list.

Dashboards

Quickly visualise a snapshot of your investments through our user-friendly dashboards. Review performance on screen or download the reports to share with your clients.

Insights

Access Zenith's research and consulting insights. Receive research alerts, sector reviews, monthly and quarterly market reports or find related insights for products and portfolios.

Compare

Analyse a list of investment products and portfolios, compare performance and risk, underlying exposures by region, sector and key equity holdings, or generate a survey and export to excel.

Training Videos

Research basics

  • How to use filters
  • Save lists
  • How to navigate the dashboards
  • Reports and bulk export

 

Analyse Tool

Conduct deep analysis across a range of investments with Mosaic’s Analyse tool. Compare performance and risk side-by-side, assess correlations and drawdowns, or generate a survey and export to excel.

  • How to navigate to Analyse
  • Benchmarks, time bars, period and more
  • Export data
  • Interactive graphs

Additional Tools Training Videos

Check your subscription inclusions on whether the below are included in your current access. If you wish to upgrade your subscription, please reach out to our sales team.

Super Research Module

Access an expanded list of investments from major super funds and easily compare each super fund’s investment options against various managed funds, ETFs and LICs on a range of metrics such as fees, performance and risk indicators.

  • Discover Chant West super fund research and ratings
  • Underlying investment options and reports

Portfolio Builder Tool

Construct your own bespoke portfolios using Mosaic’s powerful portfolio builder tool. Monitor your portfolio performance, take a deep dive into holdings analysis and share your portfolios with colleagues.

  • Create and save a portfolio
  • Download client reports and bulk assessments
  • Cloning portfolios 

Login to Mosaic