Zenith Mosaic

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

The powerful yet user-friendly platform incorporates leading-edge technology and quality user-experience design to help you deliver premium analytics and insights to your clients.

Mosaic’s continually evolving suite of tools and functionality are 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 which can be filtered according to your requirements. Consensus stock reports on the ASX200 are also available.

Filters

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

Dashboards

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

Analyse

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

Mosaic Analyse also gives you access to:

  • a powerful benchmarking tool, where you can control product groupings by asset class/portfolios by risk profile, and benchmark inclusion, and
  • a bookmarking feature, allowing you to switch between different types of analysis within reports (e.g. relative versus absolute analysis).

Portfolio Builder – available Feb 2021

Our new portfolio construction tool, Portfolio Builder, is an innovative tool which allows you to design, maintain and compare client portfolios in a user-friendly format, providing full look-through analysis of underlying holdings exposures in both equities and fixed income for individual funds and constructed portfolios. Request a demonstration.

Interested in a trial subscription?

If you’re interested in seeing how Mosaic can help you better understand the changing nature of your clients’ investment portfolios and enable more informed advice, speak to our team about a 7-day trial today:

Did you know you can access some of the country’s leading super fund research, analytics and tools through Chant West’s suite of market-leading solutions? Chant West’s Super, Pension and Investment Switching Tools will arm you with the most up-to-date and unbiased fund analysis to drive more informed retirement planning decisions for your clients. To access a 14-day trial of Chant West’s Switching Tools, contact Janeen Armstrong today to experience the power of the tools first-hand. 

Contact us

(03) 9642 3320

Monday - Friday
8:30am - 5:30pm AEST

info@zenithpartners.com.au

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