An FE fundinfo Company
Zenith Mosaic is the investment research and portfolio analysis platform trusted by financial advisers across Australia. Powered by Zenith's best-of-breed research, Mosaic puts our respected ratings, deep fund analysis and powerful portfolio tools in one place, so you can spend less time searching and more time advising.
Access over 4,000 managed funds, ETFs and LICs. Compare, filter and build portfolios with confidence. Try Mosaic free for 7 days.
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.
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.
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.
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.
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
Zenith provides access to a database of over 1,000 rated products, along with qualitative insights from Zenith’s experienced research team. We partnered with Zenith and value our trusted relationship with the team as we pride ourselves on delivering best in market quality advice to our clients. Zenith plays an important role as an extension of our business in ensuring we continue to do so.
It was important to us to find a trusted research provider that felt like an extension of our in-house capabilities and knowledge within the business. From the outset, we found the people at Zenith to be open, honest and incredibly knowledgeable when it came to investment research and managed portfolios. They clearly have strong robust research processes in place, a highly respected reputation in the industry from fund managers, and an online research portal that plays a pivotal role in our advice practice. In our view, Zenith are a clear market leader when it comes to both research services and portfolio solutions.