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

Mosaic’s continually evolving suite of tools and functionality is powered by our best-of-breed fund manager research program, giving you access to a growing list of over 4000 managed funds, ETF’s and LIC’s.

To better support your clients wanting retirement planning advice, Zenith Mosaic now incorporates detailed qualitative investment research and ratings assessment reports on some of the industry’s major super funds.

Portfolio Builder

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.

Analyse

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.

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.

Dashboard

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.

How does Zenith Mosaic help me?


Brings together all the information, intelligence and tools you need to deliver the best investment solutions for your clients


Allows you to collaborate across your team by sharing portfolios and product lists with your colleagues


Empowers more robust and insightful client conversations with comprehensive reports optimised for printing and exporting


Customise portfolios, product lists and analysis to meet the unique needs of your business

Our Knowledge Library

Explore our range of short demo videos to discover new features and learn how to make the most of our powerful Mosaic tools.

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Find out more

For more information about how you can access the power of Zenith Mosaic or to register for a free 7-day trial, please contact a member of our sales team or submit an enquiry and one of our team members will be in touch with you shortly.