Investment research tools

Discover the top suppliers of investment research tools used by wealth professionals, and learn how advice firms are using this technology.

What are the most popular investment research tools?

Investment research tools provide research, ratings and commentary on investment products using a mix of qualitative research and quantitative analysis. 

Great investment research tools can benefit your advice business by supporting your internal investment decision-making and portfolio construction, helping to educate and engage clients, and providing new investment ideas. 

Research from the Netwealth 2021 AdviceTech Report shows that the top 5 suppliers of research investment tools used by wealth professionals and financial advisers include: Morningstar (63.2 per cent of advice firms), Lonsec (47.2 per cent), Zenith (9.6 per cent),  Mercer (9.2 per cent) and Chant West (8.6%).

 

Netwealth's 2021 AdviceTech Report

The 2021 Netwealth AdviceTech Report explores six major opportunities and crucial technology trends that advice firms should consider as they evolve their client value proposition and enhance their customer experience.

How are advice firms using this technology?

In 2021, 71.8 per cent of Advice firms use investment research tools for investment selection.

A further 10.1 per cent of advice firms are planning to use investment research tools in the next 24 months.

For those firms that use investment research tools, over half (55.5 per cent) do so daily, whilst almost a third (30.4 per cent) do so weekly. 

More AdviceTech resources





Innovation workshop 

Netwealth has designed this 90-minute workshop to help you and your team prioritise technology solutions against business objectives to develop your business' AdviceTech roadmap.

Download toolkit

The Emerging Affluent Report

This report is a playbook for financial advisers on how to attract, manage and retain The Emerging Affluent.

Download report

2021 AdviceTech summary video from Matt Heine

This 12 minute video explores some of the core themes that are highlighted in Netwealth's 2021 AdviceTech report.

Watch Video