Financial Planning
SQM rolls out low-cost adviser platform

SQM Research is launching a comprehensive investment information platform for financial advisers, the first of its kind in Australia to include residential real estate risk profiling.

Available to advisers for subscriptions starting at $3000, the platform covers analysis of more than 9000 managed funds and ASX-listed stocks along with automated property valuations. It also provides a "portfolio blending" service which will ultimately enable advisers to combine direct equities and managed funds research with the above property risk profiling.

"Our expanded analytics platform puts SQM Research on a level playing field with its peers - with one big advantage - our service is significantly more cost effective and includes residential property research, equities data, as well as investment fund qualitative ratings, enabling advisers to give a more detailed Statement of Advice," SQM managing director Louis Christopher said.

He added the new platform will enable SQM "to achieve its ultimate goal of building a fully encompassing dashboard where professionals will be able to insert any fund name, any listed entity and any property address to receive a full risk-return profile."

"This has been a significant missing piece when advisers write a Statement of Advice (SOA). SQM will overcome this gap," he said.

Read more: SQM ResearchAdviceAustraliaLouis Christopher
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