Partners

Know more. Do more. Explore new opportunities, navigate market volatility, and deliver exceptional client experiences with the power of Morningstar at your fingertips.

Your clients. Your message. Your way. Advant Plus- a powerful communication tool for the financial services industry.

Compliance matters is here to help provide you with a pro-active partnering solution that aims to enhance the service you provide your clients, which is after all what it is all about.

Fin365 helps our financial services customers unlock the power of Microsoft 365 enterprise technologies; turning these powerful tools into instantly useful solutions that deliver tangible benefits for your business. Discover Fin365’s industry specific solutions.

FS Recruitment Solutions was founded entirely to focus on providing the best talent for an organisation, and finding the best roles to assist job seekers with career progression.

Audit & Assurance services, A fresh, vibrant and viable alternative. Unlock valuable insights into your business that can help you get closer to your goals.

Our aim is to relentlessly pursue the creation & protection of our clients' wealth by offering competitive and suitable lending solutions to their financial needs. We strive to provide the personal care required to make the experience nothing but positive.

Lonsec provides financial advisers, fund managers and superannuation funds with practical, actionable insights that add real value to their investment and advice solutions.

Say Goodbye to Manually Writing File Notes At BLV Solutions, we seamlessly enable the power of AI and automation for the wealth advisory sector. We provide solutions for advisors that reduce the cost of delivering advice, free advisor time, and allow advisors to spend more time with what counts - the clients.

Simplifying SMSF so more Australians can control their Super

Seamless SMSF is an INDEPENDENT, Australian and locally owned company which offers SMSF compliance solutions for Australian Accounting and Financial Planning firms. Our team assists in the transition, enrolment and completion of SMSF audits for our accounting and financial planning clients.

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.

Aim high deliver more Iress is a technology company providing software to the financial services industry. Our software is used by more than 10,000 businesses and 500,000 users globally.

Supervision and Monitoring Intelligence. Enabling efficient and effective advice file compliance checking.

A rigorous risk management and compliance system. Improving the quality of financial advice.

In the event of a claim, our clients trust us to protect their business assets and their reputations. We work collaboratively with our clients, their insurers, and our panel of Law Firms, Advisers and PR Consultants to ensure what is most valuable to our clients remains intact.

As one of the world's leading providers of lifelong education, Kaplan helps over one million students achieve their educational and career goals each year.

Let us help you build and sustain a future proof technology platform to underpin your AFSL obligations and practice operations.

With expertise in risk tolerance profiling and the application to real business and client situations, FinaMetrica can help your business create clients for life.

Chant West is a leading research, data and analytics provider offering a suite of premium services, insights and tools.

The provision of high quality, engaging, compliant and cost-effective pre-packaged and tailored administrative services, ensuring reduced overheads and time efficiencies for our clients, resulting in their increased capacity to hold greater focus on the more profitable areas of their business.

A full service, national commercial law firm. 150 years young. Innovation and client focused.

CPC Group provides comprehensive plan writing support to construct compliant Statements of Advice that meets every client’s requirements.

Take control of your practice with AdviserLogic Award-winning financial planning and practice management software.

Holley Nethercote provides both legal and non-legal services to our clients so our clients can ‘get it right the first time.

At K&L Gates, we foster an inclusive and collaborative environment across our fully integrated global platform that enables us to diligently combine the knowledge and expertise of our lawyers and policy professionals to create teams that provide exceptional client solutions. We marry process with vision, success with dedication, and method with passion.

Building tomorrow’s advice systems, today We build advice ecosystems connecting apps and vendors into a cohesive flowing financial network. Free your advisers to focus on what’s important.

Catalyst Compliance is a niche provider of compliance and back office services to Australian Financial Services Licensees.

Understand, Enhance, Realise. We are strategic business advisers who help owners to overcome their business challenges, to achieve their goals and exit on their own terms.

Assured Support was built by industry insiders to provide advisers and licensees with innovative, un-conflicted and effective compliance support.

We’re committed to making a difference in people’s lives. With our strong financial foundation and innovative insurance solutions, we’re able to partner with you throughout your life’s journey. Because the healthy choices you make today add up to a better tomorrow.

At Allan Gray, our philosophy is simple: to take a contrarian approach, apply it consistently and invest for the long term.

Fidelity is an active fund manager that focuses on bottom up global research. With one of the largest buy side research teams in the world, we have a unique ability to identify investment themes and ideas across different market cycles.

World-leading provider of specialist investment capabilities.

Generation Life has been providing Australians with tax effective investment solutions for over 17 years.

Natixis CIB Australia offers clients in Australia a full range of expertise in advisory, arranging, underwriting and financial engineering, delivering financing solutions through the debt, bond, and securitization markets for our clients.

J.P. Morgan is a global leader in financial services, offering solutions to the world's most important corporations, governments and institutions in more than 100 countries.

We are experts in global investing and invest in the world’s best companies to grow and safeguard the wealth of our clients.

We are a leading active and independent Australian fund manager with a strong heritage in the local market. We offer our clients access to a range of actively managed fundamental equity, fixed income and multi-asset capabilities.

Perpetual is an ASX-listed, diversified financial services company which has been serving clients since 1886.

One of Australia’s most trusted international investment managers.

At Schroders, asset management is our business and our goals are aligned with those of our clients to create long-term value.

We’re reimagining the power of investing and connecting people for a better world.

HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet. At HUB24, we believe in the value of advice and by collaborating with the industry and leveraging our technology and data expertise, we’re helping to solve key challenges to enable the delivery of accessible financial advice.

For 100 years, Zurich Australia & New Zealand has combined global expertise with local care to provide leading wealth and insurance solutions for our customers. We are passionate about our purpose to ‘create a brighter future together’ and use our resources to contribute to the communities in which we serve.

Partnering For Prosperity. For investment managers, we offer the opportunity to prosper. For investors, we offer investment opportunity.

For more than 50 years, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting market conditions. Bringing together our investment professionals from across the globe, PIMCO's investment process is designed to promote fresh ideas and differing points of view.

We are committed to constantly seeking ways to help our customers and their families prepare for their best financial future.

GQG is a boutique investment management firm that manages global and emerging market equity portfolios for institutions, advisors and individuals worldwide. GQG is a wholly owned subsidiary of GQG Partners Inc., a majority employee-owned company that is listed on the Australian Securities Exchange (ASX:GQG).

Clients have trusted us to manage their investments for over 35 years, and we have a strong history of innovation and growth. We have evolved from the pioneer of the multi-manager investment approach in Australia, to a provider of a broad suite of investment capabilities across a range of multi-asset and single asset classes and our commitment to continuous improvement remains.

Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company offers boutique specialisation on a global scale, bringing extensive capabilities in equity, fixed income, multi-asset investment options and alternatives.

Capital Group is one of the oldest and largest asset management companies in the world, managing multi-asset, equity, and fixed income investment strategies for different types of investors. Since 1931, Capital Group has been singularly focused on delivering superior, consistent results for long-term investors using high-conviction portfolios, rigorous research, and individual accountability.

Alexander Funds is a specialist boutique fund manager that was established to give retail and wholesale investors access to opportunities in the fixed income credit markets that wouldn't typically be available to them either directly or via larger institutional funds.

Warakirri is a multi-boutique asset management firm established in 1993 with specialist investment offerings across multiple asset classes, including agriculture, domestic and global equities, cash and specialised U.S real estate. Warakirri’s equities offerings provide access to a range of ethical investment options and in partnership with Flinders Investment Partners, to small cap equities.

ClearBridge Investments is committed to delivering superior risk-adjusted investment performance through authentic active management and ESG integration. As at 30 September 2022, ClearBridge Investments manages US$145.6 billion in assets globally across a suite of equity strategies and solutions covering a range of asset classes and investment styles.

Netwealth was created with an entrepreneurial spirit to challenge the conventions of Australia’s financial services. We are a technology company, a superannuation fund, an administration business. Above all we exist to inspire people to see wealth differently and discover a brighter future.

On top of offering superior platform technology, we focus on empowering financial advisers to deliver on their clients’ investment objectives. We do this by partnering with advisers to provide access to a truly universal offering including global investments, contemporary investment solutions, and unique insight to a range of investment options.