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.
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.
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
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.