As a financial adviser, you know that having access to high-quality, actionable investment research is crucial for delivering the best possible outcomes for your clients. But when was the last time you re-evaluated the value your current research provider delivers? 

The investment landscape is more complex than ever, with volatile markets, evolving regulations, and a wide array of investment and retirement products to navigate.  To maintain a competitive edge and continue delivering sound advice, you need a research provider that doesn’t just tick the boxes but enhances your ability to better serve your clients. 

The importance of high-quality research 

The key to making informed decisions is having research that is current, relevant, and actionable. 

Are you confident that your current research provider: 

• delivers unbiased analysis that reflects the current market conditions? 
• provides timely insights that help you stay ahead of emerging opportunities and risks? 
• offers actionable, forward-looking recommendations to help you manage client portfolios efficiently? 
• has reliable and up-to-date fund holdings data to inform your investment analysis? 

If the answer to any of these questions is “no” or “not sure,” it’s time to reconsider the impact your research provider has on your practice. 

The Zenith Mosaic Advantage 

At Zenith, we understand the pressures you face, and that’s why we created Mosaic, an industry-leading investment research platform designed specifically for financial advisers. Mosaic provides a comprehensive suite of investment and retirement product research, insights, data, and tools to help you make more informed decisions and add value to your client conversations. 

Here’s why Mosaic could be the game-changer you’ve been waiting for: 

1. Unmatched depth and breadth of research 

Mosaic offers broad coverage across managed funds, ETFs, and Real Assets. Thousands of investment options are assessed by a stable team of experienced analysts using objective analysis. Our Super and Pension Fund Research is produced by Chant West, the leading provider of super research, ratings and data in Australia. 

2. Timely and actionable insights 

In today's fast-moving markets, timing is everything. Mosaic is designed to provide you with real-time research updates, enabling you to respond swiftly to changing market conditions. Our forward-looking analysis helps you anticipate trends and make proactive portfolio adjustments, giving your clients a competitive advantage. 

3. Customisable for client needs 

Mosaic allows you to tailor research and insights to meet specific client needs, whether they have aggressive growth ambitions or prefer conservative, income-driven investments. This flexibility ensures that you’re always in a position to provide personalised advice backed by the latest data and analysis. 

4. Reliable fund data at your fingertips 

Mosaic benefits from a robust data feed from FE fundinfo, our global parent company. This ensures that advisers have access to the most comprehensive and accurate fund holdings data available, empowering them to make well-informed decisions and provide quality advice to their clients. 

5. A platform designed for you 

Mosaic features a user-friendly interface that allows you to search, filter, and compare investment options quickly and intuitively. The platform integrates seamlessly with the other tools you use in your advice process, streamlining your research workflow so you can focus on client engagement. 

Don’t settle for less – Try Mosaic today 

If your current research provider isn’t delivering the value you need, it’s time to switch to a more comprehensive, actionable, and dynamic solution. At Zenith, we’re confident that Mosaic can elevate your advice and help you stand out in a crowded market. 

Special offer for new advisers

To help you experience the power of Mosaic first hand; we’re offering a limited-time free trial to new advisers. Sign up today and discover how Zenith Mosaic can revolutionise the way you approach investment research, superannuation research and portfolio management.