An FE fundinfo Company
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, ETFs and LICs.
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.
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.
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.
Unlock even more with our new Super Research module in Mosaic. Powered by Chant West’s market-leading, high-quality data, this module will better support your client conversations during the super fund decision-making process.
With the Super Research module, you can:
access an expanded list of investments from major super funds
access Chant West ratings on industry and retail super funds.
Speak to us today to book a demo.
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
Explore our range of short demo videos to discover new features and learn how to make the most of our powerful Mosaic tools.
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.
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.